回填报销无障碍复核元数据（08-30-b2-submit-error-ocr-fallback）

统一报销错误提示无障碍样式（08-30-b2-submit-error-ocr-fallback）
回填报销票据门禁修复任务元数据（08-30-b2-submit-error-ocr-fallback）
2026-08-31 21:40:12 +08:00 · 2026-08-31 21:38:52 +08:00 · 2026-08-31 20:20:57 +08:00 · 2026-08-31 20:20:20 +08:00 · 2026-08-30 15:19:57 +08:00 · 2026-08-30 15:19:20 +08:00
@@ -30,10 +30,12 @@ duplicate detection or attachment behavior.
  require the same own-or-`expense.view_all` guard as reimbursement detail reads
  before invoking the precheck service; an ordinary nonparticipant must receive
  403 without service-side evaluation.
- 取消或放宽必填校验时，必须继续审计该校验之后的代码是否依赖它提供的
-  非空、类型或状态保证，并为生产真实存在的空值路径补回归测试。不得只
-  删除前置错误分支；可空字段的 `.trim()`、`.length`、字符串拼接和传给
-  非空参数的调用都应逐处确认。
+- 增加、取消或放宽强制校验时，必须同时核对既有降级合同、兼容模式和该
+  校验之后的代码假设。取消或放宽时审计下游是否依赖它提供的非空、类型
+  或状态保证，并为生产真实存在的空值路径补回归测试；增加时确认不会把
+  `off`、历史数据或其他已承诺可用的降级路径变成不可提交。不得只修改
+  前置错误分支；可空字段的 `.trim()`、`.length`、字符串拼接和传给非空
+  参数的调用都应逐处确认。

 ## Scenario: OCR Disabled Without Mock Data

@@ -994,6 +996,10 @@ await selectApprovalRule(reimbursement.total_amount);
 - Reimbursement detail returns `invoiceGuardEnabled` for the form department.
 - `POST /api/invoice-pool/:id/bind` requires `linkedItemId` while the guard is
  enabled; `POST /api/reimbursements/:id/submit` enforces the final gate.
+- `PATCH /api/reimbursements/:id/invoices/:invoiceId/item-link` atomically links
+  one bound-but-unlinked invoice to an item in the same editable form.
+- Detail invoice projection adds `amountEvidenceStatus`; form detail and submit
+  success add the redacted manual-review summary without exposing OCR payloads.

 ### 3. Contracts

@@ -1017,16 +1023,36 @@ await selectApprovalRule(reimbursement.total_amount);
 - With B2 on, binding requires an existing item in the same reimbursement and
  may not reach the legacy auto-create branch. If an upload waits for OCR, keep
  the user-selected item ID with the pending invoice and send it when OCR later
-  makes the invoice bindable. Submit blocks any bound invoice with no item
-  link, each required-invoice item with no amount-bearing bound invoice, and
-  each declared amount greater than its linked invoice total.
- Sum and compare money with `Prisma.Decimal`. Invoice-free items are excluded.
-  A lower declared amount remains allowed for finance to reconcile.
+  makes the invoice bindable. Submit separates PDF presence from amount
+  evidence: a required item without a bound PDF blocks as missing evidence;
+  a bound PDF with attempted OCR but no amount blocks as recognition failure.
+- Classify one invoice from the explicit minimum fields `total_amount`,
+  `ocr_attempts`, request/completion timestamps and the bounded OCR error fact.
+  Non-null amount is `verified`; null amount with no execution fact is
+  `manual_review`; null amount with any execution fact is `ocr_failed`.
+  Never infer execution from the historical non-null `ocr_provider` default.
+- Sum and compare money with `Prisma.Decimal` only when every bound invoice for
+  the required item is `verified`. If any invoice is `manual_review`, allow
+  submission and mark the item/form for finance review; a mixed verified plus
+  manual-review set must not be compared using only the known partial sum.
+  Invoice-free items are excluded. A lower declared amount remains allowed for
+  finance to reconcile.
+- A bound invoice with `linked_item_id=null` remains visible and recoverable.
+  The narrow item-link write locks invoice and form, reuses the owner/submitter
+  participant check, accepts only `draft|rejected`, verifies both objects belong
+  to the form, updates only `linked_item_id`, and writes audit in one
+  transaction. Failure and concurrent state drift produce zero writes.
+- PC and mobile map structured guard details to a safe Chinese summary plus
+  item/invoice-local recovery text. IDs locate current DTO objects only and are
+  never rendered; dynamic summaries use alert semantics and toast is not the
+  sole feedback. Finance read-only detail keeps manual-review markers visible.
 - With B2 off, retain legacy auto-match/create compatibility. Keep the legacy
  whole-form invoice gate only when at least one item requires an invoice;
  allowance-only forms remain invoice-free because that is an always-active B1
  policy. Turning the flag off never deletes or unbinds relationships already
-  written while it was on.
+  written while it was on. The manual-review projection and submit-success
+  notice remain active for linked no-OCR PDFs even when B2 blocking is off;
+  the flag controls blocking, not whether finance is told to inspect originals.
 - Form maintenance and invoice bind/unbind remain owner-or-submitter writes;
  `expense.view_all` and admin roles remain read-only for another employee's
  reimbursement.
@@ -1040,11 +1066,23 @@ await selectApprovalRule(reimbursement.total_amount);
  `required_when_invoice_guard_enabled`; an item outside the form remains
  `item_not_in_reimbursement` with zero writes.
 - Guard-on submit with unlinked bound invoices -> `invoice_item_guard_failed`
-  plus `unlinkedInvoiceCount`.
- Required item without an amount-bearing bound invoice -> same error plus
+  plus `unlinkedInvoiceCount` and locating `unlinkedInvoiceIds`.
+- Required item without any bound PDF -> same error plus
  `missingInvoiceItemIds`.
+- Bound PDF with an OCR execution fact but no amount -> same error plus
+  `amountUnavailableItems`; tell the user to retry recognition or contact
+  finance, not to upload a duplicate PDF.
+- Bound PDF with no OCR execution fact and no amount -> submit succeeds with
+  `invoiceAmountManualReviewRequired=true`; approval detail keeps the same
+  manual-review warning until comparable evidence exists.
+- Mixed verified and manual-review invoices -> submit succeeds for manual
+  review without comparing the declared amount to the known partial sum.
 - Declared amount above linked total -> same error plus entries containing only
-  `itemId`, canonical `declaredAmount` and `invoiceTotal`.
+  `itemId`, canonical `declaredAmount` and `invoiceTotal`, but only when every
+  linked invoice amount is verified.
+- Item-link by a nonparticipant, on a non-editable form, across forms, for an
+  already-linked/non-bound invoice or after a concurrent state change -> reject
+  with zero link/audit writes.
 - Invoice-free allowance-only form with no invoice -> may submit with the guard
  either on or off when all other existing checks pass.
 - Env hard-off or DB force-off -> B2 item-level blocks are skipped; the legacy
@@ -1054,6 +1092,11 @@ await selectApprovalRule(reimbursement.total_amount);

 - Good: one required item explicitly links several same-purpose invoices whose
  total covers the declaration; submit passes with the guard on.
+- Good: five required items each link one verified invoice and submit normally;
+  one off-mode PDF with no OCR execution submits with an explicit finance
+  manual-review marker.
+- Good: a CNY 1,000 item linked to one verified CNY 600 invoice and one
+  manual-review invoice does not produce a false CNY 400 overage.
 - Good: a positive meal allowance-only form has no invoice and passes with the
  guard either on or off.
 - Base: guard off preserves an older draft and its auto-created link; later
@@ -1064,6 +1107,9 @@ await selectApprovalRule(reimbursement.total_amount);
  item while explicit selection is required, use JavaScript floating-point
  sums for money, let repeated init erase finance account mappings, or 删除前置
  必填校验后继续对可空值直接调用 `.trim()`。
+- Bad: call a PDF with failed OCR “missing invoice”, use only a known partial
+  amount in a mixed set, expose UUIDs/raw details, or implement recovery as
+  client-side unbind followed by bind.

 ### 6. Tests Required

@@ -1075,14 +1121,20 @@ await selectApprovalRule(reimbursement.total_amount);
  disabled legacy types, default-off flag and account-code preservation.
 - Item/submit route tests 覆盖 assets 创建 omitted→null、编辑 null+omitted→null、
  有值+omitted→保留、显式清空、切换非 assets 清空和无依据提交，并继续覆盖
-  invoice-free zero invoice、missing link、unlinked bound invoice、
-  declared-over-invoice 与 participant/nonparticipant side effects。
+  invoice-free zero invoice、missing PDF、unlinked bound invoice、OCR failed、
+  manual review、verified+manual mixed evidence、five-item/five-invoice normal
+  submit、declared-over-invoice 与 participant/nonparticipant side effects。
 - Bind tests cover flag on/off, missing/foreign/successful explicit links and
  prove the guard-on path does not create a reimbursement item.
+- Atomic item-link tests cover success, participant ownership, editable status,
+  invoice/form/item ownership, existing links, non-bound state and concurrent
+  zero-write behavior including audit.
 - PC/mobile Playwright covers asset 登记导向说明、批准依据输入/展示均不存在且
  保存 payload omission、CNY 2,000 warning、allowance-only submit projection、
  disabled add action until every
-  selected invoice has an item, and pending-OCR binding retaining that item.
+  selected invoice has an item, pending-OCR binding retaining that item, four
+  safe guard messages with local recovery actions, alert semantics, atomic
+  unlinked-invoice recovery and finance manual-review visibility.
 - Run full backend Vitest with the pinned BIFF8 Python dependencies, Prisma
  validate/generate check, frontend typecheck/build, focused Playwright,
  process/docs/Trellis governance and `git diff --check`.
@@ -1109,7 +1161,7 @@ asset_prior_approval_basis: targetApprovalBasis.trim();
 #### Correct

 ```js
-if (item.expense_type.requires_invoice) {
+if (item.expense_type.requires_invoice && linkedInvoices.every(hasVerifiedAmount)) {
  const total = linkedInvoices.reduce(
    (sum, invoice) => sum.plus(invoice.total_amount),
    new Prisma.Decimal(0),
@@ -20,7 +20,9 @@
  "subtasks": [],
  "children": [
    "08-30-reimbursement-expense-policy-invoice-guard-deploy",
-    "08-30-reimbursement-assets-prior-approval-correction"
+    "08-30-reimbursement-assets-prior-approval-correction",
+    "08-30-reimbursement-employee-guide-b2-sync",
+    "08-30-b2-submit-error-ocr-fallback"
  ],
  "parent": null,
  "relatedFiles": [
@@ -38,4 +40,4 @@
  ],
  "notes": "本地实施和只读专项复核已完成；B2 env/DB 双闸仍默认关闭，未部署、未应用生产 migration、未写生产配置。2,000 元/条明细的选类提示阈值已批准。会计科目映射由财务负责人在 B1 生产启用前提供，目标回填日期 2026-09-05；未取得正式科目表时保持 null，不由开发人员猜测。生产只读审计确认 0014/0016/0017/0018 均需退回修正；顺序改为先部署 B1、隔离验证并启用 B2，再由真实财务统一退回。B2 不校验日期粒度，0014 必须按 5 个发票日期拆分并由财务人工复核。部署合同见子任务 08-30-reimbursement-expense-policy-invoice-guard-deploy。B3 财务一页式及行内费用标准提示恢复仍为后续任务。",
  "meta": {}
-}
+}
@@ -0,0 +1 @@
+{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}
@@ -0,0 +1,109 @@
+# 设计：B2 提交错误可解释性与 OCR 降级合同
+
+## 设计边界
+
+本轮修复提交门禁的结构化反馈、OCR 金额降级语义和未归属发票的最小恢复动作。保持现有 B2 feature flag、发票/明细关系、审批状态机和数据库 schema，不进行详情页整体重构。
+
+## 服务端金额证据模型
+
+新增纯函数统一判定单张 bound 发票的金额证据，避免提交门禁、详情 DTO 和测试各自推断。函数只接收显式最小字段集（`totalAmount`、`ocrAttempts`、`ocrLastRequestedAt`、`ocrCompletedAt`、`ocrLastError`），不得接收整个 Prisma invoice 对象：
+
+| 状态 | 证据 | 提交语义 |
+| --- | --- | --- |
+| `verified` | `total_amount != null` | 可参与 `Prisma.Decimal` 合计 |
+| `manual_review` | 金额为空，且没有 OCR 请求、尝试或完成事实 | off/历史降级 PDF；允许提交，人工核对 |
+| `ocr_failed` | 金额为空，且存在 OCR 请求、尝试、完成或失败事实 | 金额识别失败；单独阻断 |
+
+判定不得只读取 `ocr_provider`：该列有历史非空默认值，不能证明实际调用过 OCR。提交查询需补入最小 OCR 执行字段；不得返回 OCR 原始响应或票面敏感字段。
+
+每条需票明细按以下顺序检查：
+
+1. 没有 bound PDF：加入 `missingInvoiceItemIds`。
+2. 有 `ocr_failed` 发票：加入 `amountUnavailableItems`，不继续金额比较。
+3. 有 `manual_review` 发票：加入 `manualReviewItemIds`，允许继续提交，不用不完整金额做超额判断。
+4. 全部为 `verified`：用 `Prisma.Decimal` 合计；申报金额更高时加入 `amountExceededItems`。
+
+整单仍先检查 `bound + linked_item_id=null`。两项 `requires_invoice=false` 的补助不进入上述判断。
+
+## 结构化错误合同
+
+保持 `400 VALID_001` 与 `details.items=invoice_item_guard_failed`，兼容保留现有字段并补充可定位字段：
+
+```ts
+type InvoiceItemGuardDetails = {
+  items: "invoice_item_guard_failed";
+  unlinkedInvoiceCount: number;
+  unlinkedInvoiceIds: string[];
+  missingInvoiceItemIds: string[];
+  amountUnavailableItems: Array<{ itemId: string; invoiceIds: string[] }>;
+  amountExceededItems: Array<{
+    itemId: string;
+    declaredAmount: string;
+    invoiceTotal: string;
+  }>;
+};
+```
+
+ID 只用于客户端把服务端结论映射到当前详情中的明细/发票，不直接渲染。通用 `mapApiErrorMessage` 负责安全摘要；报销详情页使用窄化解析器生成页面内问题模型，未知或畸形 details 回退到通用中文错误，不回显原始对象。
+
+成功提交如存在 `manualReviewItemIds`，提交响应返回脱敏的人工核对摘要；详情响应根据发票金额证据计算：
+
+- 整单 `invoiceAmountManualReviewRequired`；
+- 每张发票 `amountEvidenceStatus`；
+- 每条明细可由关联 ID 聚合出人工核对提示。
+
+这些字段是运行时投影，不新增持久化列。降级票据以后补齐金额时，人工核对标记自然消失；审批详情在未补齐前持续可见。
+
+## PC 与移动端反馈
+
+客户端共享一个解析与映射模块，PC/移动不各写一套字符串判断：
+
+- 提交区域显示汇总，例如“还有 2 项票据问题，请按下方提示处理”。
+- 对应明细卡片显示“尚未关联正式发票”“票面金额未识别，请重试识别或联系财务”“申报金额高于关联发票合计”等原因。
+- 对应发票卡片显示“未选择报销明细”，并提供恢复动作。
+- 降级 PDF 显示“票面金额需财务查看原件核对”，不使用成功色或“校验通过”。
+- 多项错误的摘要使用 `role=alert`/`aria-live`，并可将焦点移动到首个问题区域；卡片不能只靠红色表达状态。
+
+这符合长表单的最小反馈合同：顶部摘要帮助发现问题，就近错误说明原因和恢复路径，toast 只提示提交未完成。
+
+## 未归属发票原子恢复
+
+新增窄用途接口，例如：
+
+```http
+PATCH /api/invoice-pool/:id/reimbursement-item
+{ "reimbursementId": "...", "linkedItemId": "..." }
+```
+
+事务内：
+
+1. `FOR UPDATE` 锁发票；只接受 `status=bound`、已绑定目标报销且当前 `linked_item_id=null`。
+2. 锁报销单；复用 `ensureReimbursementParticipant` 的 owner/submitter 参与人合同，且仅 `draft/rejected` 可写。
+3. 校验目标明细属于同一报销单。
+4. 只更新 `linked_item_id`/`updated_by`，写审计记录；不把发票改为 `available`，不重跑查重，不创建明细。
+
+PC 和移动卡片在未归属时显示明细下拉框和“确认关联”。成功后失效并刷新详情；409/403 等并发或权限错误留在卡片内。其他已有关联发票本轮不显示改绑入口。
+
+## 兼容性与事实源
+
+- B2 flag 开启时使用新判断；flag 关闭时保留既有兼容路径，不删除关联关系。
+- `OCR_PROVIDER=tencent` 的正常金额路径不变；`mock` 仍禁止用于正式票据。
+- off/未执行 OCR 的 PDF 不要求补录金额；文档与 spec 更新为“关联存在”和“金额证据”两层检查。
+- 不把发票日期写成明细发生日期权威值。
+- 不新增文档；只更新 `docs/报销发票附件规则.md` 与现有 reimbursement spec。
+
+## 发布、验收与回滚
+
+- 无 migration、无 seed、无 flag 变更；部署仍需独立授权并记录现有 migration/init 健康结果。
+- 公网使用合成草稿覆盖：未归属恢复、缺票、金额识别失败、超票面、off/未 OCR 人工核对和正常提交；不得改真人单据做 smoke。
+- 部署后核 `/ready`、bundle marker、B2 仍为 `force_on + global`，并确认四张真人单据状态未被部署改变。
+- 应用异常时回滚到本轮部署前生产候选；本轮无 schema/数据迁移，已存在票据关系无需补偿。
+
+## 风险控制
+
+- 最大产品风险是把“金额未知”误报成“缺票”或“校验通过”；用三态金额证据和独立 UI 文案锁定。
+- 最大一致性风险是前端用移除/添加模拟改绑；用单事务窄接口消除临时可用窗口。
+- 最大兼容风险是旧客户端不认识新增 fields；保留现有错误 code/字段，新增字段只做加法。
+- 最大隐私风险是把 UUID 或原始 details 渲染给员工；解析器只输出由当前详情投影出的序号、类型和说明摘要。
+- 最大可访问性风险是只用颜色或 toast；测试必须覆盖文本、告警语义和问题附近的恢复按钮。
+- 2026-08-31 核验确认当前会话、用户级、平台级和项目级均无可调用的 `frontend-design` skill。经用户明确批准，本轮以可用的 `ui-ux-pro-max` 规则库和 Playwright 真实渲染作为替代部署门，并明确记录其不等同于 `frontend-design`：普通文字对比度不低于 4.5:1，错误不只靠颜色表达，错误聚焦到具体明细/发票，移动触控目标不小于 44px，PC/390px 手机/667px 横屏无横向溢出，sticky 主动作不遮挡内容。`frontend-design` 引用悬空属于后续治理债，本 task 不顺带修改 AGENTS 或产品设计事实源。
@@ -0,0 +1 @@
+{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}
@@ -0,0 +1,57 @@
+# 实施清单：B2 提交错误可解释性与 OCR 降级合同
+
+## 1. 规划与证据冻结
+
+- [x] 记录生产 `OCR_PROVIDER=tencent`，确认不回退 B2 flag。
+- [x] 用生产只读数据复现 0014 当前三类 B2 判断与时间线，记录历史失败 details 不可恢复的证据边界。
+- [x] PRD、design、implement 经用户审查并明确批准；批准前不运行 `task.py start`、不改业务代码。
+
+## 2. 服务端门禁与 DTO
+
+- [x] 抽取并独立测试只接收最小字段集的金额证据纯函数：verified / manual_review / ocr_failed；三个分支各含边界用例，不依赖 Prisma 记录形状。
+- [x] 提交查询补齐最小 OCR 执行字段，将“无关联 PDF”“金额识别失败”“降级人工核对”“完整金额超额”分支按设计顺序实现。
+- [x] 金额完整时继续用 `Prisma.Decimal`；混合降级票据时不做不完整金额比较，并把人工核对摘要返回成功响应。
+- [x] 保持 `invoice_item_guard_failed`、既有字段与 flag off 语义，新增 `unlinkedInvoiceIds`、`amountUnavailableItems` 等定位字段。
+- [x] 详情 DTO 增加发票金额证据状态和整单人工核对投影，不返回 OCR 原始结果或敏感票面字段。
+
+## 3. 未归属发票恢复接口
+
+- [x] 新增 bound 未归属发票关联本单明细的单事务接口；锁发票/报销、复用 `ensureReimbursementParticipant` 校验 owner/submitter，并校验状态和目标明细归属。
+- [x] 只更新 `linked_item_id` 并留审计，不执行 unbind/bind、不短暂释放发票、不创建明细。
+- [x] 覆盖不存在、非 bound、已有归属、跨单明细、非参与人、非草稿/驳回及并发状态变化，失败保持零写入。
+
+## 4. PC 与移动端
+
+- [x] 增加共享的 guard details 窄化解析器和安全摘要；未知 details 回退通用中文，不展示 UUID/原始 payload。
+- [x] PC/移动提交失败同时显示可访问摘要和明细/票据就近错误；toast 仅作补充。
+- [x] 未归属票据卡片显示显著状态、明细选择和原子“确认关联”动作；成功刷新详情，失败错误留在卡片。
+- [x] 金额识别失败与降级人工核对使用不同文案；后者在提交前/成功后及审批只读详情持续可见，不宣称自动校验通过。
+- [x] 不调整报销事由编辑、处理进度、关联项目顺序、自动生成明细或 PC sticky 操作布局。
+
+## 5. 文档与规约
+
+- [x] 更新 `docs/报销发票附件规则.md`：明确关联 PDF 与金额证据分层、off 人工核对、腾讯金额失败和混合票据行为。
+- [x] 更新 `.trellis/spec/hyb-oa/reimbursement-invoice-ocr.md` 的提交合同、错误矩阵、测试矩阵和“取消/增加校验需核对降级合同”通用规则。
+- [x] 不新建文档，不改员工手册中与本轮无关的填报粒度和日期口径。
+
+## 6. 测试矩阵
+
+- [x] 后端：未归属发票返回可定位 ID；需票明细无 bound PDF；Tencent/已尝试 OCR 但金额为空；完整金额超额；正常金额通过。
+- [x] 后端：off/未执行 OCR 且金额为空允许提交并标人工核对；有金额 + 降级无金额进入人工核对；有金额 + 识别失败阻断；免票补助无票通过。
+- [x] 后端：0014 类 5 明细/5 金额有效发票逐条关联时正常提交；B2 flag off 兼容路径不变。
+- [x] 后端：原子重新归属接口的成功、权限、状态、跨单、已有归属和并发零写入矩阵。
+- [x] 前端单元/组件：四类中文摘要、畸形 details 回退、ID 到明细/发票可读标签映射、无内部 ID 泄露、ARIA 告警语义。
+- [x] PC/移动 E2E：错误就近呈现、未归属卡片原子选明细、人工核对提示、正常提交；使用合成数据，不保存真实票据截图。
+- [x] 运行 `cd server && npm run prisma:validate`、聚焦 Vitest，必要时全量相关路由回归。
+- [x] 运行 `cd client && npm run typecheck && npm run build` 及聚焦 Playwright。
+- [x] 运行 `node scripts/qa/check-process-contract.mjs --baseline --json`、`node scripts/qa/audit-docs.mjs --check-registry`、`node scripts/qa/check-trellis-governance.mjs` 和 `git diff --check`。
+
+## 7. 只读复核、提交与部署门
+
+- [x] 实施后执行只读专项 review，重点检查权限/状态机、金额证据三态、混合票据、API 兼容和 PC/移动数据流；reviewer 不改代码。
+- [x] 用户明确批准本轮无障碍机械修正后直接提交并回填元数据；业务提交使用中文并引用 `08-30-b2-submit-error-ocr-fallback`。新候选须经用户最终 diff 复核后才可 push，部署仍需独立授权。
+- [x] 部署前视觉门：确认 `frontend-design` 当前不可用后，经用户批准以 `ui-ux-pro-max` + Playwright 真实渲染替代。PC/390px 手机/667px 横屏无横向溢出，移动选择框与确认按钮均为 44px，sticky 底栏贴合视口且不遮挡问题卡片，提交失败后焦点落到首个具体问题；检查发现 `red-600` / `red-50` 对比度约 4.42:1，已将 PC 与移动报销详情页内所有同类错误块统一为 `red-700` / `red-50`（约 5.92:1），并为共享操作错误补齐 `role=alert` / `aria-live=assertive`，复跑通过。该替代门不冒充 `frontend-design`。全局错误语义色 token 化与视觉裁决 skill 引用修订作为后续治理债处理。部署后仍须用合成草稿完成公网验收，确认 `/ready`、bundle marker、B2 `force_on + global` 和真人单据状态；验收前不通知员工可以测试。
+
+## 8. 回滚
+
+- [ ] 应用或公网验收失败时停止员工测试，回滚到部署前生产候选；本轮无 migration/seed/flag 写入，不修改或清理既有票据关联数据。
@@ -0,0 +1,96 @@
+# B2 提交错误可解释性与 OCR 降级合同核验
+
+## Goal
+
+修复 B2 票据明细门禁“只返回参数校验失败、员工不知道改哪里”的缺陷，并恢复既有 OCR 降级合同：有真实 OCR 时保持金额硬校验；未实际执行 OCR 的 PDF 允许随报销提交，由财务明确执行人工票面核对。
+
+## Background
+
+- 生产公网构建为 `0f3ecfabb7c8`，B2 已全局开启。2026-08-30 通过受控生产只读门禁确认唯一 server 运行容器为 `OCR_PROVIDER=tencent`；未读取其他环境变量，因此不触发 B2 flag 回退。
+- 0014 的员工截图发生在重新整理票据期间，当时页面只显示“参数校验失败”。后续生产只读复现确认：该单现有 5 条需票明细、5 张 bound 发票，每条明细恰好关联 1 张金额有效发票；未归属数、缺有效票明细数和超票面明细数均为 0。发票在截图后完成重新关联，单据已于当晚成功提交并进入 `reviewing`。
+- 0014 的历史失败响应无法事后精确恢复：`AppError.details` 只返回浏览器，服务端日志不记录该结构，失败事务也不留数据库快照。现有证据只能确认失败发生在“票据重新关联尚未完成”阶段，不能再断言当时一定是 `unlinkedInvoiceCount` 或 `missingInvoiceItemIds`。
+- `server/src/routes/reimbursements.js` 的 B2 提交门禁返回 `details.items=invoice_item_guard_failed`，并携带 `unlinkedInvoiceCount`、`missingInvoiceItemIds` 和 `amountExceededItems`。
+- `client/src/api/errorMessages.ts` 没有映射 `invoice_item_guard_failed`；PC 与移动详情页又把统一 `actionError` 放在概况区或操作区，因此员工既看不到具体原因，也容易把错误归因到不相关字段。
+- 已绑定但 `linked_item_id=null` 的发票并非完全不可见：PC 和移动材料区都会显示“明细：未关联”。真正缺陷是状态不突出、提交错误没有定位到该票据，且页面没有直接重新指定明细的动作；该发票也不会出现在“可添加发票”列表中，员工只能先移除再重新添加。
+- `.trellis/spec/hyb-oa/reimbursement-invoice-ocr.md` 与 `docs/报销发票附件规则.md` 规定：`OCR_PROVIDER=off` 时 PDF 不执行 OCR、不生成金额，但仍可绑定明细并提交，由财务查看原件人工核对。当前 B2 以 `total_amount != null` 定义“有效发票”，与该合同冲突；腾讯模式下个别 OCR 金额缺失也会被错误描述成“缺票”。
+- 明细发生日期是实际费用发生或消费日期，不等同于发票日期。任何后续从票生成明细的设计只能把发票日期作为待确认建议值。
+
+## Scope
+
+本 task 覆盖 R1-R4：冻结生产诊断证据、修复 B2 结构化错误与 PC/移动就近反馈、为未归属 bound 发票提供原子关联动作、恢复未执行 OCR 票据的人工核对降级合同。R5 所列详情页整体信息结构和自动生成明细能力明确延期。
+
+## Requirements
+
+### R1 生产证据与应急边界
+
+- 保留生产只读结论：运行 provider 为 `tencent`，不回退 B2 flag。
+- 记录 0014 当前三类 B2 检查均通过、已成功提交，以及历史失败分支不可恢复的原因；不得要求员工再开浏览器开发者工具补证据。
+- 若后续受控检查发现正式环境实际运行 `off`，仍须先单独取得生产写入授权才可回退 flag；本 task 的规划或实施批准不自动授权生产 flag、账号、报销或票据写入。
+- 正式环境若为 `mock`，停止真实票据使用并按既有禁用 mock 合同单独处置，不把 mock 结果作为票面证据。
+
+### R2 三类 B2 错误可解释性
+
+- 为 `invoice_item_guard_failed` 增加稳定中文反馈，分别覆盖：已绑定但未归属明细的发票、需票明细没有关联 PDF、明细金额高于可自动比较的关联票面合计。
+- 将“已关联 PDF 但 OCR 未取得金额”从“缺少发票”中拆出，给出独立原因和恢复路径；不得让员工以为需要重复上传一张已经存在的票。
+- 错误反馈使用明细序号、费用类型、说明摘要或页面内发票序号，不向普通用户展示数据库 UUID、API 路径、原始 details 或“发票池”等内部术语。
+- PC 与移动端都提供提交失败摘要，并在对应明细或发票卡片附近显示原因和下一步；动态错误使用可访问的告警语义，toast 只能补充，不能是唯一反馈。
+- 服务端仍是提交权威；前端预检查不得替代服务端结构化错误和并发后的最终反馈。
+
+### R3 未归属发票的可恢复操作
+
+- 对 `bound + linked_item_id=null` 的发票显示显著“未选择报销明细”错误态，并直接提供“选择明细”动作。
+- 重新指定明细必须是服务端单事务操作：锁定发票和报销单、校验操作人、草稿/驳回状态、同一报销单内目标明细后，只更新 `linked_item_id`。不得在前端串联“移除 → 重新添加”，避免票据短暂回到可用池或被并发占用。
+- 操作成功后刷新详情和提交检查；操作失败时错误留在对应票据卡片，不清空现有绑定关系。
+- 本轮只处理未归属 bound 发票的恢复，不扩展为所有已关联发票的任意改绑工作台。
+
+### R4 OCR 金额证据与降级合同
+
+- 将“是否有关联 PDF”和“是否取得可比较票面金额”分开判断。需票明细没有任何 bound PDF 时才属于缺票。
+- 金额证据按实际记录判定，不只看数据库默认的 `ocr_provider`：
+  - `total_amount` 非空：该张发票具有可自动比较金额；
+  - PDF 未发生 OCR 请求/尝试且金额为空：视为 off/历史降级票据，进入财务人工票面核对；
+  - 已发生 OCR 请求/尝试但金额仍为空：视为金额识别失败，提交时单独阻断并提示重试识别或联系财务。
+- 同一明细的所有关联发票都有金额时，使用 `Prisma.Decimal` 求和并执行“申报金额不得高于票面合计”的硬阻断。
+- 同一明细只要包含未执行 OCR 的降级票据，自动金额合计即不完整：允许提交，但必须在员工提交反馈和审批详情中明确标记“需财务人工核对票面”，不得宣称金额自动校验通过。
+- “有金额 + 降级无金额”的混合场景同样进入人工核对，不用已知部分金额制造错误的超额结论；这不是绕过校验，而是把无法完成的自动判断显式移交财务。
+- 不要求员工人工补录票面金额，不新增数据库迁移；既有金额、绑定关系和 flag off 回滚语义保持兼容。
+
+### R5 后续 UX 边界
+
+- “从我的票据选择并生成/补全明细”、明细与票据合并展示、草稿页信息结构、处理进度和 PC sticky 操作栏属于后续“报销详情页信息结构与操作重排”任务，不扩入本 P0。
+- 本 P0 只增加结构化错误、金额核对状态和未归属票据的最小恢复动作，不重写整个详情页。
+- 后续从发票生成明细时，发票日期仅可作为待员工确认的建议值；实际发生日期必须允许修改并保留“不一定等于发票日期”的业务口径。
+
+## Acceptance Criteria
+
+- [x] 记录当前生产 server 的实际 `OCR_PROVIDER=tencent`，证据只包含 provider 值和观察时间，不包含其他 env。
+- [x] 记录 0014 当前 5 条需票明细、5 张金额有效 bound 发票、三类 B2 计数均为 0，且已成功提交进入 `reviewing`；明确历史失败只能定位到重新关联未完成阶段，不能伪造精确 details。
+- [x] 明确当前不触发 B2 flag 回退；未经独立授权不执行任何生产写入。
+- [x] 未归属、缺关联 PDF、金额识别失败、申报超票面四类问题在 PC 和移动端显示自然中文，并定位到对应明细/票据，不暴露内部 ID。
+- [x] 未归属 bound 发票可在票据卡片上原子选择本单明细，不需要先移除再重新添加。
+- [x] 未执行 OCR 且金额为空的关联 PDF 可随需票明细提交，并在提交反馈与审批详情明确标记财务人工核对；已尝试 OCR 但金额缺失仍被单独阻断。
+- [x] 所有关联票据金额完整时继续硬拦申报超额；混合“有金额 + 降级无金额”进入人工核对而非错误的部分金额比较。
+- [x] 两项免票补助、Tencent 正常金额路径、B2 flag off、既有关联关系和 owner/submitter 写权限保持兼容。
+- [x] 后端聚焦测试、前端错误解析与 PC/移动测试、typecheck/build、Prisma 校验及 Trellis/governance 门禁通过。
+- [ ] 面向员工的改动只有部署和公网合成验收通过后才告知可测试；生产部署、flag 写入和真人数据修改分别取得明确授权。
+
+## Test Plan
+
+- 后端聚焦测试覆盖未归属、无关联 PDF、金额识别失败、完整金额超额、off/未执行 OCR 人工核对、混合金额证据、免票补助、flag off 兼容和 0014 类正常通过。
+- 原子关联接口覆盖成功、权限、状态、跨单、已有归属与并发零写入。
+- 前端单元/组件及 PC/移动 E2E 覆盖安全中文映射、就近定位、原子恢复、人工核对提示、可访问告警和内部 ID 不泄露。
+- 运行 Prisma validate、相关 Vitest、前端 typecheck/build、聚焦 Playwright、流程/文档/Trellis governance 与 `git diff --check`；部署后只用合成草稿做公网验收。
+
+## Out of Scope
+
+- 报销详情页整体信息架构、个人票据入口、从票自动生成明细、处理进度重排、PC 主操作布局和财务一页式审批。
+- OCR provider 采购、腾讯凭据轮换、人工票面金额录入、数据库 provider 枚举或其他 schema migration。
+- 修改 0014/0016/0017/0018 的明细、发票、金额、状态或审批流程。
+- 将未归属恢复动作扩展成通用的已关联发票批量改绑能力。
+
+## Confirmed Production Evidence
+
+- 运行 provider：`tencent`；不回退 B2。
+- 0014 当前：`status=reviewing`、5 条明细均需票、5 张 bound 发票、未归属 0、空金额 0、缺票明细 0、超票面明细 0。
+- 时间线：明细先完成重建；截图发生在重新关联完成之前；5 张发票随后完成关联，单据成功提交并创建待审批 workflow。
+- 历史失败的精确 `error.details` 已不可恢复，因为该响应未写日志且失败事务无快照；后续不再向员工索要 F12 证据。
@@ -0,0 +1,34 @@
+{
+  "id": "b2-submit-error-ocr-fallback",
+  "name": "b2-submit-error-ocr-fallback",
+  "title": "B2 提交错误可解释性与 OCR 降级合同核验",
+  "description": "先只读确认生产 OCR 状态和真实提交阻断；必要时经独立授权应急回退 B2，再修复三类提交错误呈现及 OCR off 降级合同。",
+  "status": "in_progress",
+  "dev_type": "fullstack",
+  "scope": "server reimbursement submit/invoice linking, client PC/mobile error recovery, reimbursement OCR facts/spec",
+  "package": "hyb-oa",
+  "priority": "P0",
+  "creator": "shunli",
+  "assignee": "shunli",
+  "createdAt": "2026-08-30",
+  "completedAt": null,
+  "branch": null,
+  "base_branch": "main",
+  "worktree_path": null,
+  "commit": "8aed72d",
+  "pr_url": null,
+  "subtasks": [],
+  "children": [],
+  "parent": "08-29-reimbursement-expense-policy-invoice-guard",
+  "relatedFiles": [
+    "server/src/routes/reimbursements.js",
+    "server/src/routes/invoicePool.js",
+    "client/src/api/errorMessages.ts",
+    "client/src/pages/ReimbursementDetailPage.tsx",
+    "client/src/pages/MobileReimbursementDetailPage.tsx",
+    "docs/报销发票附件规则.md",
+    ".trellis/spec/hyb-oa/reimbursement-invoice-ocr.md"
+  ],
+  "notes": "生产只读确认 OCR_PROVIDER=tencent；0014 已完成关联并成功提交，历史失败 details 不可事后恢复。frontend-design 当前不可用，本轮经批准采用 ui-ux-pro-max + Playwright 替代门；全局错误语义色 token 化及视觉裁决 skill 引用修订作为后续治理债处理。",
+  "meta": {}
+}
@@ -0,0 +1 @@
+{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}
@@ -0,0 +1 @@
+{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}
@@ -0,0 +1,63 @@
+# 同步员工报销填报指南与 B2 规则
+
+## Goal
+
+让员工侧主手册准确反映已经全局生效的票据—明细门禁和人工填报粒度要求，避免员工按旧文案误以为“金额超票面后写说明即可提交”，同时允许住宿、月度通讯费、服务期费用等连续跨天或跨期支出作为同一笔业务支出填一条明细。
+
+## Background
+
+- `docs/员工快速上手.md:41-68` 是当前员工使用说明；第 6 节已有 PDF-only、图片走附件、支付截图、补助和差旅专项规则，不应重复另建“报销填报说明”。
+- `docs/员工快速上手.md:65` 仍写“原则上不得超过有效发票金额，差异必须说明”。B2 全局生效后，需要发票的明细金额高于关联发票票面合计会被硬阻断，仅写说明不能提交。
+- B2 只校验发票是否关联、需票明细是否有金额有效的关联发票、明细金额是否高于关联票面合计；它不校验费用类型、发生日期或业务支出粒度。明细拆分属于员工填报要求和财务人工复核事项，不得宣称系统会自动提醒或阻断。
+- 发生日期是实际费用发生或消费日期，不是报销提交日期，也不能一律由发票日期替代；与发票日期不一致时应说明原因。
+- 连续跨天或跨期的同一笔业务支出（如多晚住宿、月度通讯费、按服务期计费）可以作为一条明细，并在说明中写清起止日期。
+- 只改员工手册会产生事实源冲突：`docs/报销发票附件规则.md:151` 仍保留“原则上不得超过、差异说明”，`:155` 仍把“一条明细”绝对限定为同一发生日期；`:156` 又已经记录 B2 超票面硬阻断。
+
+## Scope
+
+- 员工侧主手册中的通用报销填报规则与差旅指南第 8 条。
+- 报销发票附件事实源中与金额硬门禁、连续跨期粒度直接冲突的两条现行口径。
+- Trellis task 元数据与文档一致性验证。
+
+## Requirements
+
+### R1 员工手册增加最小通用规则
+
+- 在 `docs/员工快速上手.md` 第 6 节、现有“差旅报销一页指南”之前增加“通用报销填报规则”。
+- 只补现有差旅段落没有覆盖的内容：同一费用类型和同一笔业务支出的明细粒度、连续跨期例外、实际发生日期口径、逐票关联、需票明细的金额硬门禁，以及退回后“先移除发票—再改明细—最后重新添加并选择明细”的顺序。
+- 图片、截图和拍照材料不得从正式发票入口上传；属于支付证明、订单或情况说明时，通过“上传附件”提交。不得写成图片材料一律无效。
+- 明确粒度要求由员工遵守、财务复核，B2 不自动比对日期或判断拆分是否正确。
+
+### R2 纠正差旅指南第 8 条
+
+- 把 `docs/员工快速上手.md:65` 改为：需要发票的实报实销明细金额不得高于关联发票票面合计，超出时系统阻止提交；优惠券、多人合并开票、部分自费等申报金额低于票面的情况仍需说明。
+- 保留已退款、公司直接支付、他人承担金额不得重复报销，以及缺支付截图时由财务决定是否接受其他证据、不得补造凭证的现有口径。
+
+### R3 最小同步主事实源
+
+- `docs/报销发票附件规则.md` 是产品/财务事实源而非员工手册，不复制员工操作说明。
+- 其 `:151/:155` 与本任务已确认的新口径冲突；同一 task 内只做两处最小事实纠偏，避免员工手册与主事实源互相矛盾：金额规则改为需票明细超关联票面硬阻断，粒度规则补充连续跨天/跨期同一业务支出的例外及起止日期说明。
+- 不修改 `docs/trialrun/R7用户手册与FAQ.md`；该文档仍是草案，不是当前员工主说明。
+
+## Acceptance Criteria
+
+- [x] 不新建说明文档；员工通用规则落在现有 `docs/员工快速上手.md` 第 6 节且不重复现有差旅指南。
+- [x] 通用规则正确区分实际发生日期、发票日期和报销提交日期，并明确连续跨天/跨期的同一业务支出可以一条明细记录起止日期。
+- [x] 文档明确 B2 的三项系统门禁及其日期/粒度非目标；员工不会被告知“系统会自动检查拆分是否正确”。
+- [x] 需要发票的明细金额高于关联票面合计被表述为硬阻断；说明仅用于允许提交的票面高于申报金额等差异场景。
+- [x] 退回修改顺序、正式 PDF 入口和图片附件路径表述准确。
+- [x] `docs/员工快速上手.md` 与 `docs/报销发票附件规则.md` 不保留互相矛盾的生效规则。
+- [x] `node scripts/qa/audit-docs.mjs --check-registry`、`node scripts/qa/check-trellis-governance.mjs` 和 `git diff --check` 全部通过。
+
+## Out of Scope
+
+- 不修改应用代码、自动化测试或运行配置，不执行线上写入或发布。
+- 不新建报销说明文档，不改 `docs/trialrun/R7用户手册与FAQ.md`。
+- 不处理费用类型命名、会计科目映射、固定资产政策或四张真人报销的退回操作。
+
+## Test Plan
+
+- 逐条对照 B2 已生效合同，检查员工手册与报销事实源的金额、关联、免票和粒度边界不存在矛盾。
+- 运行 `node scripts/qa/audit-docs.mjs --check-registry`。
+- 运行 `node scripts/qa/check-trellis-governance.mjs`。
+- 运行 `git diff --check`。
@@ -0,0 +1,29 @@
+{
+  "id": "reimbursement-employee-guide-b2-sync",
+  "name": "reimbursement-employee-guide-b2-sync",
+  "title": "同步员工报销填报指南与 B2 规则",
+  "description": "同步员工快速上手中的通用报销填报规则与已全局生效的 B2 门禁，纠正差旅金额旧口径，并处理连续跨期支出的明细粒度表达。",
+  "status": "completed",
+  "dev_type": null,
+  "scope": "employee reimbursement guide; reimbursement documentation consistency",
+  "package": "docs",
+  "priority": "P1",
+  "creator": "shunli",
+  "assignee": "shunli",
+  "createdAt": "2026-08-30",
+  "completedAt": "2026-08-30",
+  "branch": null,
+  "base_branch": "main",
+  "worktree_path": null,
+  "commit": null,
+  "pr_url": null,
+  "subtasks": [],
+  "children": [],
+  "parent": "08-29-reimbursement-expense-policy-invoice-guard",
+  "relatedFiles": [
+    "docs/员工快速上手.md",
+    "docs/报销发票附件规则.md"
+  ],
+  "notes": "文档专项目标，不改应用、不执行线上发布或写入；四张真人报销的退回与通知不依赖本任务。",
+  "meta": {}
+}
@@ -10,6 +10,35 @@ function readStringList(value: unknown): string[] {
    .filter((item) => item.length > 0);
 }

+function isRecord(value: unknown): value is Record<string, unknown> {
+  return value != null && typeof value === "object" && !Array.isArray(value);
+}
+
+function countGuardAmountUnavailableItems(value: unknown): number {
+  return Array.isArray(value)
+    ? value.filter((item) => (
+      isRecord(item)
+      && typeof item.itemId === "string"
+      && item.itemId.length > 0
+      && readStringList(item.invoiceIds).length > 0
+    )).length
+    : 0;
+}
+
+function countGuardAmountExceededItems(value: unknown): number {
+  return Array.isArray(value)
+    ? value.filter((item) => (
+      isRecord(item)
+      && typeof item.itemId === "string"
+      && item.itemId.length > 0
+      && typeof item.declaredAmount === "string"
+      && item.declaredAmount.length > 0
+      && typeof item.invoiceTotal === "string"
+      && item.invoiceTotal.length > 0
+    )).length
+    : 0;
+}
+
 const FEATURE_FLAG_DISABLED_MESSAGES: Record<string, string> = {
  portal_home_v1_disabled: "工作台首页当前未启用，请联系管理员检查环境开关与功能开关配置。",
  announcements_v1_disabled: "公告模块当前未启用，请联系管理员检查环境开关与功能开关配置。",
@@ -131,6 +160,38 @@ export function mapApiErrorMessage(
      return "所有报销明细金额都必须大于 0，请修改后再提交。";
    }

+    if (details?.items === "invoice_item_guard_failed") {
+      const messages: string[] = [];
+      const rawUnlinkedCount = details.unlinkedInvoiceCount;
+      const unlinkedCount = typeof rawUnlinkedCount === "number"
+        && Number.isInteger(rawUnlinkedCount)
+        && rawUnlinkedCount >= 0
+        ? rawUnlinkedCount
+        : 0;
+      const missingCount = readStringList(details.missingInvoiceItemIds).length;
+      const unavailableCount = countGuardAmountUnavailableItems(details.amountUnavailableItems);
+      const exceededCount = countGuardAmountExceededItems(details.amountExceededItems);
+      if (unlinkedCount > 0) messages.push(`${unlinkedCount} 张发票未选择报销明细`);
+      if (missingCount > 0) messages.push(`${missingCount} 条需票明细尚未关联发票`);
+      if (unavailableCount > 0) messages.push(`${unavailableCount} 条明细的发票金额未识别`);
+      if (exceededCount > 0) messages.push(`${exceededCount} 条明细的申报金额高于发票合计`);
+      return messages.length
+        ? `票据检查未通过：${messages.join("；")}。请按下方提示处理。`
+        : "票据检查未通过，请核对每条明细与发票的关联和金额后重试。";
+    }
+
+    if (details?.invoice === "invalid_unlinked_item_state") {
+      return "这张发票的关联状态已变化，请刷新后重试。";
+    }
+
+    if (details?.reimbursement === "invalid_status_for_invoice_item_link") {
+      return "当前报销单状态已变化，不能再关联发票，请刷新页面。";
+    }
+
+    if (details?.linkedItemId === "item_not_in_reimbursement") {
+      return "所选明细已不存在或不属于本单，请刷新后重新选择。";
+    }
+
    const passwordErrors = readStringList(details?.password);
    if (passwordErrors.length) {
      return `新密码不符合要求：${passwordErrors.join("；")}。`;
@@ -194,6 +194,7 @@ export type ReimbursementDetail = {
    mimeType: string | null;
    fileSize: number | null;
    linkedItemId: string | null;
+    amountEvidenceStatus: "verified" | "manual_review" | "ocr_failed";
  }>;
  attachments: Array<{
    id: string;
@@ -225,6 +226,7 @@ export type ReimbursementDetail = {
  approvalHistory: ReimbursementApprovalHistoryItem[];
  riskFlags: RiskFlag[];
  invoiceGuardEnabled?: boolean;
+  invoiceAmountManualReviewRequired?: boolean;
  items: ReimbursementItem[];
 };

@@ -391,6 +393,8 @@ export type ReimbursementSubmitResponse = {
  precheckDecision: "pass" | "warn" | "manual_review";
  standardWarnings: ExpenseStandardCheck[];
  openedRiskFlagCount: number;
+  invoiceAmountManualReviewRequired: boolean;
+  manualReviewItemCount: number;
 };

 function toQueryString(query: Record<string, string | number | undefined>) {
@@ -472,6 +476,21 @@ export async function submitReimbursement(reimbursementId: string) {
  });
 }

+export async function linkReimbursementInvoiceItem(
+  reimbursementId: string,
+  invoiceId: string,
+  linkedItemId: string,
+) {
+  return apiRequestData<{
+    reimbursementId: string;
+    invoiceId: string;
+    linkedItemId: string;
+  }>(`/api/reimbursements/${reimbursementId}/invoices/${invoiceId}/item-link`, {
+    method: "PATCH",
+    body: JSON.stringify({ linkedItemId }),
+  });
+}
+
 export async function withdrawReimbursement(reimbursementId: string, comment?: string) {
  return apiRequestData<Record<string, unknown>>(`/api/reimbursements/${reimbursementId}/withdraw`, {
    method: "POST",
@@ -0,0 +1,148 @@
+import { isApiError } from "../api/types";
+
+export type InvoiceGuardAmountUnavailableItem = {
+  itemId: string;
+  invoiceIds: string[];
+};
+
+export type InvoiceGuardAmountExceededItem = {
+  itemId: string;
+  declaredAmount: string;
+  invoiceTotal: string;
+};
+
+export type ReimbursementInvoiceGuardIssues = {
+  unlinkedInvoiceCount: number;
+  unlinkedInvoiceIds: string[];
+  missingInvoiceItemIds: string[];
+  amountUnavailableItems: InvoiceGuardAmountUnavailableItem[];
+  amountExceededItems: InvoiceGuardAmountExceededItem[];
+};
+
+function readStringArray(value: unknown): string[] {
+  return Array.isArray(value)
+    ? value.filter((item): item is string => typeof item === "string" && item.length > 0)
+    : [];
+}
+
+function readNonNegativeInteger(value: unknown): number {
+  return typeof value === "number" && Number.isInteger(value) && value >= 0 ? value : 0;
+}
+
+export function parseReimbursementInvoiceGuardIssues(
+  error: unknown,
+): ReimbursementInvoiceGuardIssues | null {
+  if (!isApiError(error) || error.details?.items !== "invoice_item_guard_failed") {
+    return null;
+  }
+
+  const amountUnavailableItems = Array.isArray(error.details.amountUnavailableItems)
+    ? error.details.amountUnavailableItems.flatMap((value) => {
+      if (!value || typeof value !== "object") return [];
+      const itemId = "itemId" in value && typeof value.itemId === "string" ? value.itemId : "";
+      if (!itemId) return [];
+      return [{
+        itemId,
+        invoiceIds: readStringArray("invoiceIds" in value ? value.invoiceIds : undefined),
+      }];
+    })
+    : [];
+
+  const amountExceededItems = Array.isArray(error.details.amountExceededItems)
+    ? error.details.amountExceededItems.flatMap((value) => {
+      if (!value || typeof value !== "object") return [];
+      const itemId = "itemId" in value && typeof value.itemId === "string" ? value.itemId : "";
+      const declaredAmount = "declaredAmount" in value && typeof value.declaredAmount === "string"
+        ? value.declaredAmount
+        : "";
+      const invoiceTotal = "invoiceTotal" in value && typeof value.invoiceTotal === "string"
+        ? value.invoiceTotal
+        : "";
+      if (!itemId || !declaredAmount || !invoiceTotal) return [];
+      return [{ itemId, declaredAmount, invoiceTotal }];
+    })
+    : [];
+
+  return {
+    unlinkedInvoiceCount: readNonNegativeInteger(error.details.unlinkedInvoiceCount),
+    unlinkedInvoiceIds: readStringArray(error.details.unlinkedInvoiceIds),
+    missingInvoiceItemIds: readStringArray(error.details.missingInvoiceItemIds),
+    amountUnavailableItems,
+    amountExceededItems,
+  };
+}
+
+export function invoiceGuardIssueCount(issues: ReimbursementInvoiceGuardIssues): number {
+  return issues.unlinkedInvoiceCount
+    + issues.missingInvoiceItemIds.length
+    + issues.amountUnavailableItems.length
+    + issues.amountExceededItems.length;
+}
+
+export function resolveInvoiceGuardIssuesAfterLink(
+  issues: ReimbursementInvoiceGuardIssues | null,
+  invoiceId: string,
+  linkedItemId: string,
+): ReimbursementInvoiceGuardIssues | null {
+  if (!issues) return null;
+  const locatedInvoice = issues.unlinkedInvoiceIds.includes(invoiceId);
+  const unlinkedInvoiceIds = issues.unlinkedInvoiceIds.filter((id) => id !== invoiceId);
+  const shouldDecreaseCount = locatedInvoice || issues.unlinkedInvoiceIds.length === 0;
+  const next = {
+    ...issues,
+    unlinkedInvoiceCount: shouldDecreaseCount
+      ? Math.max(0, issues.unlinkedInvoiceCount - 1)
+      : issues.unlinkedInvoiceCount,
+    unlinkedInvoiceIds,
+    missingInvoiceItemIds: issues.missingInvoiceItemIds.filter((id) => id !== linkedItemId),
+  };
+  return invoiceGuardIssueCount(next) > 0 ? next : null;
+}
+
+export function invoiceGuardItemMessages(
+  issues: ReimbursementInvoiceGuardIssues | null,
+  itemId: string,
+): string[] {
+  if (!issues) return [];
+  const messages: string[] = [];
+  if (issues.missingInvoiceItemIds.includes(itemId)) {
+    messages.push("尚未关联正式发票，请到“报销材料”添加发票并选择本明细。");
+  }
+  if (issues.amountUnavailableItems.some((item) => item.itemId === itemId)) {
+    messages.push("关联发票的票面金额未识别，请重试识别或联系财务处理。");
+  }
+  const exceeded = issues.amountExceededItems.find((item) => item.itemId === itemId);
+  if (exceeded) {
+    messages.push(
+      `申报金额 ¥${exceeded.declaredAmount} 高于关联发票合计 ¥${exceeded.invoiceTotal}，请补充发票或调整申报金额。`,
+    );
+  }
+  return messages;
+}
+
+export function invoiceGuardInvoiceMessages(
+  issues: ReimbursementInvoiceGuardIssues | null,
+  invoiceId: string,
+  linkedItemId: string | null,
+): string[] {
+  if (!issues) return [];
+  const messages: string[] = [];
+  const isUnlinked = issues.unlinkedInvoiceIds.includes(invoiceId)
+    || (issues.unlinkedInvoiceIds.length === 0 && issues.unlinkedInvoiceCount > 0 && !linkedItemId);
+  if (isUnlinked) {
+    messages.push("这张发票还没有选择报销明细，请在下方完成关联。");
+  }
+  if (issues.amountUnavailableItems.some((item) => item.invoiceIds.includes(invoiceId))) {
+    messages.push("这张发票未识别出票面金额，请重试识别或联系财务处理。");
+  }
+  return messages;
+}
+
+export function focusFirstInvoiceGuardIssue() {
+  window.requestAnimationFrame(() => {
+    const target = document.querySelector<HTMLElement>('[data-reimbursement-guard-issue="true"]');
+    if (!target) return;
+    target.focus({ preventScroll: true });
+    target.scrollIntoView({ behavior: "smooth", block: "center" });
+  });
+}
@@ -29,6 +29,7 @@ import {
  submitReimbursement,
  updateReimbursementItem,
  uploadReimbursementAttachments,
+  linkReimbursementInvoiceItem,
  type ReimbursementItem,
  type ReimbursementStatus,
 } from "../api/reimbursements";
@@ -81,6 +82,15 @@ import { cn } from "../lib/utils";
 import { isWecomWebView } from "../lib/runtimeContext";
 import { openFileInBrowser, previewFileInWecom } from "../lib/wecomFilePreview";
 import { shouldShowOfficeElectronicsHint } from "./reimbursement-detail/ReimbursementItemEditor";
+import {
+  focusFirstInvoiceGuardIssue,
+  invoiceGuardInvoiceMessages,
+  invoiceGuardIssueCount,
+  invoiceGuardItemMessages,
+  parseReimbursementInvoiceGuardIssues,
+  resolveInvoiceGuardIssuesAfterLink,
+  type ReimbursementInvoiceGuardIssues,
+} from "../lib/reimbursementInvoiceGuard";

 type ItemFormState = {
  mode: "create" | "edit";
@@ -167,6 +177,9 @@ export function MobileReimbursementDetailPage() {
  const [itemForm, setItemForm] = useState<ItemFormState | null>(null);
  const [itemError, setItemError] = useState("");
  const [actionError, setActionError] = useState("");
+  const [invoiceGuardIssues, setInvoiceGuardIssues] = useState<ReimbursementInvoiceGuardIssues | null>(null);
+  const [invoiceItemSelections, setInvoiceItemSelections] = useState<Record<string, string>>({});
+  const [invoiceItemLinkErrors, setInvoiceItemLinkErrors] = useState<Record<string, string>>({});
  const [confirmDeleteItemId, setConfirmDeleteItemId] = useState("");
  const [confirmDeleteInvoiceId, setConfirmDeleteInvoiceId] = useState("");
  const [confirmDeleteReimbursement, setConfirmDeleteReimbursement] = useState(false);
@@ -369,6 +382,7 @@ export function MobileReimbursementDetailPage() {
      await invalidateDetail();
      setItemForm(null);
      setItemError("");
+      setInvoiceGuardIssues(null);
      toast.success("明细已保存");
    },
    onError: (error) => {
@@ -408,15 +422,23 @@ export function MobileReimbursementDetailPage() {

  const submitMutation = useMutation({
    mutationFn: () => submitReimbursement(reimbursementId),
-    onSuccess: async () => {
+    onSuccess: async (data) => {
      await invalidateDetail();
      setSubmitConfirmPrecheck(null);
      setActionError("");
-      toast.success("已提交审批");
+      setInvoiceGuardIssues(null);
+      toast.success(
+        data.invoiceAmountManualReviewRequired
+          ? "已提交，票面金额将由财务核对"
+          : "已提交审批",
+      );
    },
    onError: (error) => {
      const message = resolveErrorMessage(error);
+      const issues = parseReimbursementInvoiceGuardIssues(error);
      setActionError(message);
+      setInvoiceGuardIssues(issues);
+      if (issues) focusFirstInvoiceGuardIssue();
      toast.error(message);
    },
  });
@@ -464,6 +486,7 @@ export function MobileReimbursementDetailPage() {
      setPendingOcrLinkedItemIds((previous) =>
        Object.fromEntries(Object.entries(previous).filter(([invoiceId]) => !succeededIds.includes(invoiceId))),
      );
+      if (succeededIds.length) setInvoiceGuardIssues(null);

      if (!failed.length) {
        setInvoiceActionError("");
@@ -531,6 +554,7 @@ export function MobileReimbursementDetailPage() {
    onSuccess: async () => {
      await invalidateDetail();
      setInvoiceActionError("");
+      setInvoiceGuardIssues(null);
      toast.success("发票已移除");
    },
    onError: (error) => {
@@ -540,6 +564,35 @@ export function MobileReimbursementDetailPage() {
    },
  });

+  const linkInvoiceItemMutation = useMutation({
+    mutationFn: ({ invoiceId, linkedItemId }: { invoiceId: string; linkedItemId: string }) =>
+      linkReimbursementInvoiceItem(reimbursementId, invoiceId, linkedItemId),
+    onSuccess: async (_result, variables) => {
+      await invalidateDetail();
+      setInvoiceGuardIssues((previous) => resolveInvoiceGuardIssuesAfterLink(
+        previous,
+        variables.invoiceId,
+        variables.linkedItemId,
+      ));
+      setInvoiceItemSelections((previous) => {
+        const next = { ...previous };
+        delete next[variables.invoiceId];
+        return next;
+      });
+      setInvoiceItemLinkErrors((previous) => {
+        const next = { ...previous };
+        delete next[variables.invoiceId];
+        return next;
+      });
+      toast.success("发票已关联到报销明细");
+    },
+    onError: (error, variables) => {
+      const message = resolveErrorMessage(error, "关联明细失败，请刷新后重试");
+      setInvoiceItemLinkErrors((previous) => ({ ...previous, [variables.invoiceId]: message }));
+      toast.error(message);
+    },
+  });
+
  const deleteAvailableInvoiceMutation = useMutation({
    mutationFn: (invoiceId: string) => archiveInvoice(invoiceId),
    onSuccess: async (_result, invoiceId) => {
@@ -805,6 +858,7 @@ export function MobileReimbursementDetailPage() {

    try {
      setActionError("");
+      setInvoiceGuardIssues(null);
      const precheck = await precheckReimbursement(reimbursementId);
      const message = buildPrecheckDialogMessage(precheck);
      if (precheck.decision === "block") {
@@ -871,7 +925,7 @@ export function MobileReimbursementDetailPage() {
  if (!reimbursementId) {
    return (
      <PageScaffold>
-        <div className="rounded-lg border border-red-200 bg-red-50 p-4 text-sm text-red-600">缺少报销单 ID。</div>
+        <div className="rounded-lg border border-red-200 bg-red-50 p-4 text-sm text-red-700">缺少报销单 ID。</div>
      </PageScaffold>
    );
  }
@@ -889,7 +943,7 @@ export function MobileReimbursementDetailPage() {
  if (detailQuery.isError || !detail) {
    return (
      <PageScaffold className="space-y-4">
-        <div className="rounded-lg border border-red-200 bg-red-50 p-4 text-sm text-red-600">
+        <div className="rounded-lg border border-red-200 bg-red-50 p-4 text-sm text-red-700">
          {resolveErrorMessage(detailQuery.error)}
        </div>
        <Button asChild variant="secondary">
@@ -1023,6 +1077,20 @@ export function MobileReimbursementDetailPage() {
        </div>
      </section>

+      {invoiceGuardIssues ? (
+        <section
+          className="mobile-card border-red-300 bg-red-50"
+          data-testid="mobile-reimbursement-invoice-guard-summary"
+          role="alert"
+          aria-live="assertive"
+        >
+          <h2 className="text-base font-semibold text-red-800">票据检查未通过</h2>
+          <p className="mt-2 text-sm leading-6 text-red-700">
+            共 {invoiceGuardIssueCount(invoiceGuardIssues)} 项需要处理，请按下方明细和发票提示修改。
+          </p>
+        </section>
+      ) : null}
+
      <section className="mobile-card" data-testid="mobile-reimbursement-items">
        <div className="flex items-center justify-between gap-3">
          <h2 className="text-base font-semibold text-zinc-900">报销明细</h2>
@@ -1034,7 +1102,7 @@ export function MobileReimbursementDetailPage() {
        </div>

        {itemError ? (
-          <div className="mt-3 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">{itemError}</div>
+          <div className="mt-3 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">{itemError}</div>
        ) : null}

        {itemForm ? (
@@ -1114,7 +1182,15 @@ export function MobileReimbursementDetailPage() {
        <div className="mt-3 space-y-2">
          {detail.items.length ? (
            detail.items.map((item) => (
-              <article key={item.id} className="mobile-list-card">
+              <article
+                key={item.id}
+                className={cn(
+                  "mobile-list-card",
+                  invoiceGuardItemMessages(invoiceGuardIssues, item.id).length && "border-red-300 bg-red-50/60",
+                )}
+                data-reimbursement-guard-issue={invoiceGuardItemMessages(invoiceGuardIssues, item.id).length ? "true" : undefined}
+                tabIndex={invoiceGuardItemMessages(invoiceGuardIssues, item.id).length ? -1 : undefined}
+              >
                <div className="flex items-start justify-between gap-3">
                  <div className="min-w-0">
                    <div className="truncate text-sm font-semibold text-zinc-900">{item.expenseType?.name ?? "费用"}</div>
@@ -1126,6 +1202,15 @@ export function MobileReimbursementDetailPage() {
                {shouldShowOfficeElectronicsHint(item.expenseType?.code, item.amount) ? (
                  <p className="mt-2 text-xs text-amber-600">该金额通常应选择办公电子设备。</p>
                ) : null}
+                {invoiceGuardItemMessages(invoiceGuardIssues, item.id).map((message) => (
+                  <p
+                    key={message}
+                    className="mt-2 rounded-md border border-red-200 bg-white px-3 py-2 text-sm leading-5 text-red-700"
+                    role="alert"
+                  >
+                    {message}
+                  </p>
+                ))}
                {canMaintainReimbursement ? (
                  <div className="mobile-two-action-grid mt-3">
                    <Button size="sm" variant="secondary" type="button" onClick={() => startEditItem(item)}>
@@ -1172,6 +1257,12 @@ export function MobileReimbursementDetailPage() {
          </div>
        </div>

+        {detail.invoiceAmountManualReviewRequired ? (
+          <p className="mt-3 rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-sm leading-6 text-amber-800">
+            本单包含未执行 OCR 的发票，系统未自动比较相关明细金额；财务审批时需查看发票原件核对。
+          </p>
+        ) : null}
+
        {detail.invoices.length || (detail.attachments ?? []).length ? (
          <div className="mt-3 space-y-2">
            <p className="text-xs leading-5 text-zinc-500">打开后上下滚动，连续查看全部材料。合并预览仅供核对，原始文件另行保留。</p>
@@ -1220,7 +1311,7 @@ export function MobileReimbursementDetailPage() {
        ) : null}

        {invoiceActionError ? (
-          <p className="mt-3 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+          <p className="mt-3 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">
            {invoiceActionError}
          </p>
        ) : null}
@@ -1273,8 +1364,21 @@ export function MobileReimbursementDetailPage() {
              const invoiceHint = invoice.status === "bound" && !canMaintainReimbursement
                ? "已关联"
                : resolveInvoiceNextStepText(invoice);
+              const guardMessages = invoiceGuardInvoiceMessages(
+                invoiceGuardIssues,
+                invoice.id,
+                invoice.linkedItemId,
+              );
              return (
-                <article key={invoice.id} className="mobile-list-card">
+                <article
+                  key={invoice.id}
+                  className={cn(
+                    "mobile-list-card",
+                    guardMessages.length && "border-red-300 bg-red-50/60",
+                  )}
+                  data-reimbursement-guard-issue={guardMessages.length ? "true" : undefined}
+                  tabIndex={guardMessages.length ? -1 : undefined}
+                >
                  <button
                    type="button"
                    className="flex min-h-11 w-full items-start gap-3 rounded-lg text-left transition-colors hover:bg-zinc-50 active:bg-zinc-100 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-blue-600 focus-visible:ring-offset-2 disabled:cursor-wait disabled:opacity-60"
@@ -1298,6 +1402,64 @@ export function MobileReimbursementDetailPage() {
                      <ChevronRight aria-hidden="true" className="ml-auto mt-2 size-4 text-zinc-400" />
                    </span>
                  </button>
+                  {guardMessages.map((message) => (
+                    <p
+                      key={message}
+                      className="mt-3 rounded-md border border-red-200 bg-white px-3 py-2 text-sm leading-5 text-red-700"
+                      role="alert"
+                    >
+                      {message}
+                    </p>
+                  ))}
+                  {invoice.amountEvidenceStatus === "manual_review" ? (
+                    <p className="mt-3 rounded-md border border-amber-200 bg-amber-50 px-3 py-2 text-sm leading-5 text-amber-800">
+                      票面金额未自动识别，需由财务查看原件核对。
+                    </p>
+                  ) : null}
+                  {invoice.amountEvidenceStatus === "ocr_failed" ? (
+                    <p className="mt-3 rounded-md border border-red-200 bg-red-50 px-3 py-2 text-sm leading-5 text-red-700">
+                      OCR 已处理但未取得票面金额，提交前需要重试识别或联系财务。
+                    </p>
+                  ) : null}
+                  {canMaintainReimbursement && !invoice.linkedItemId ? (
+                    <div className="mt-3 space-y-2">
+                      <label className="block text-sm font-medium text-zinc-700" htmlFor={`mobile-invoice-item-link-${invoice.id}`}>
+                        选择报销明细
+                      </label>
+                      <select
+                        id={`mobile-invoice-item-link-${invoice.id}`}
+                        className="select-std min-h-11 w-full"
+                        value={invoiceItemSelections[invoice.id] ?? ""}
+                        onChange={(event) => setInvoiceItemSelections((previous) => ({
+                          ...previous,
+                          [invoice.id]: event.target.value,
+                        }))}
+                      >
+                        <option value="">请选择明细</option>
+                        {detail.items.map((item) => (
+                          <option key={item.id} value={item.id}>
+                            {item.expenseType?.name ?? "费用"} · {item.description ?? formatMoney(item.amount)}
+                          </option>
+                        ))}
+                      </select>
+                      <Button
+                        className="min-h-11 w-full"
+                        type="button"
+                        disabled={!invoiceItemSelections[invoice.id] || linkInvoiceItemMutation.isPending}
+                        onClick={() => linkInvoiceItemMutation.mutate({
+                          invoiceId: invoice.id,
+                          linkedItemId: invoiceItemSelections[invoice.id],
+                        })}
+                      >
+                        {linkInvoiceItemMutation.isPending ? "关联中..." : "确认关联"}
+                      </Button>
+                      {invoiceItemLinkErrors[invoice.id] ? (
+                        <p className="text-sm leading-5 text-red-700" role="alert">
+                          {invoiceItemLinkErrors[invoice.id]}
+                        </p>
+                      ) : null}
+                    </div>
+                  ) : null}
                  {canUnbindInvoices ? (
                    <Button
                      className="mt-3 w-full"
@@ -1362,7 +1524,11 @@ export function MobileReimbursementDetailPage() {
        <section className="mobile-card" data-testid="mobile-reimbursement-actions">
          <h2 className="text-base font-semibold text-zinc-900">操作</h2>
          {actionError ? (
-            <div className="mt-3 whitespace-pre-wrap rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+            <div
+              className="mt-3 whitespace-pre-wrap rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700"
+              role="alert"
+              aria-live="assertive"
+            >
              {actionError}
            </div>
          ) : null}
@@ -1428,7 +1594,7 @@ export function MobileReimbursementDetailPage() {
          </div>

          {invoiceActionError ? (
-            <div className="mt-3 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+            <div className="mt-3 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">
              {invoiceActionError}
            </div>
          ) : null}
@@ -1540,7 +1706,7 @@ export function MobileReimbursementDetailPage() {
              >
                {invoiceLibraryLoading ? <div className="text-sm text-zinc-500">加载中...</div> : null}
                {invoiceLibraryError ? (
-                  <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+                  <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">
                    {resolveErrorMessage(invoiceLibraryError)}
                  </div>
                ) : null}
@@ -22,6 +22,7 @@ import {
  uploadReimbursementAttachments,
  withdrawReimbursement,
  linkReimbursementProject,
+  linkReimbursementInvoiceItem,
  type ReimbursementItem,
 } from "../api/reimbursements";
 import { remindWorkflowTask } from "../api/workflow";
@@ -95,6 +96,14 @@ import {
  type ItemEditorSaveData,
 } from "./reimbursement-detail/ReimbursementItemEditor";
 import { buildPrecheckDialogMessage } from "../lib/precheck";
+import {
+  focusFirstInvoiceGuardIssue,
+  invoiceGuardInvoiceMessages,
+  invoiceGuardItemMessages,
+  parseReimbursementInvoiceGuardIssues,
+  resolveInvoiceGuardIssuesAfterLink,
+  type ReimbursementInvoiceGuardIssues,
+} from "../lib/reimbursementInvoiceGuard";

 type ItemEditorState = { mode: "create" } | { mode: "edit"; itemId: string } | null;
 type SelectedInvoiceMap = Record<string, string>;
@@ -111,6 +120,9 @@ export function ReimbursementDetailPage() {
  const queryClient = useQueryClient();

  const [actionError, setActionError] = useState("");
+  const [invoiceGuardIssues, setInvoiceGuardIssues] = useState<ReimbursementInvoiceGuardIssues | null>(null);
+  const [invoiceItemSelections, setInvoiceItemSelections] = useState<Record<string, string>>({});
+  const [invoiceItemLinkErrors, setInvoiceItemLinkErrors] = useState<Record<string, string>>({});

  const [itemEditor, setItemEditor] = useState<ItemEditorState>(null);
  const [itemError, setItemError] = useState("");
@@ -239,22 +251,34 @@ export function ReimbursementDetailPage() {
        return withdrawReimbursement(reimbursementId, params.comment);
      }
    },
-    onSuccess: async (_data, params) => {
+    onSuccess: async (data, params) => {
      await Promise.all([
        queryClient.invalidateQueries({ queryKey: ["reimbursements"] }),
        queryClient.invalidateQueries({ queryKey: ["reimbursements", reimbursementId] }),
        queryClient.invalidateQueries({ queryKey: ["reimbursements", reimbursementId, "precheck"] }),
      ]);
      setActionError("");
+      setInvoiceGuardIssues(null);
      if (params.action === "submit") {
        setSubmitConfirmPrecheck(null);
      }
-      const actionMessages: Record<string, string> = { submit: "已提交", withdraw: "已撤回" };
+      const requiresManualReview = params.action === "submit"
+        && data != null
+        && typeof data === "object"
+        && "invoiceAmountManualReviewRequired" in data
+        && data.invoiceAmountManualReviewRequired === true;
+      const actionMessages: Record<string, string> = {
+        submit: requiresManualReview ? "已提交，票面金额将由财务核对" : "已提交",
+        withdraw: "已撤回",
+      };
      toast.success(actionMessages[params.action] ?? "操作成功");
    },
    onError: (error) => {
      const message = buildActionErrorMessage(error, "操作失败，请稍后重试");
+      const issues = parseReimbursementInvoiceGuardIssues(error);
      setActionError(message);
+      setInvoiceGuardIssues(issues);
+      if (issues) focusFirstInvoiceGuardIssue();
      toast.error(message);
    },
  });
@@ -306,6 +330,7 @@ export function ReimbursementDetailPage() {
      ]);
      setItemEditor(null);
      setItemError("");
+      setInvoiceGuardIssues(null);
      toast.success("明细已保存");
    },
    onError: (error) => {
@@ -417,6 +442,7 @@ export function ReimbursementDetailPage() {
      setPendingOcrLinkedItemIds((previous) =>
        Object.fromEntries(Object.entries(previous).filter(([invoiceId]) => !succeededIds.includes(invoiceId))),
      );
+      if (succeededIds.length) setInvoiceGuardIssues(null);

      if (!failedResults.length) {
        setInvoiceActionError("");
@@ -497,6 +523,7 @@ export function ReimbursementDetailPage() {
        queryClient.invalidateQueries({ queryKey: ["invoice-pool", "bindable", reimbursementId] }),
      ]);
      setInvoiceActionError("");
+      setInvoiceGuardIssues(null);
      toast.success("发票已移除");
    },
    onError: (error) => {
@@ -506,6 +533,35 @@ export function ReimbursementDetailPage() {
    },
  });

+  const linkInvoiceItemMutation = useMutation({
+    mutationFn: ({ invoiceId, linkedItemId }: { invoiceId: string; linkedItemId: string }) =>
+      linkReimbursementInvoiceItem(reimbursementId, invoiceId, linkedItemId),
+    onSuccess: async (_result, variables) => {
+      await queryClient.invalidateQueries({ queryKey: ["reimbursements", reimbursementId] });
+      setInvoiceGuardIssues((previous) => resolveInvoiceGuardIssuesAfterLink(
+        previous,
+        variables.invoiceId,
+        variables.linkedItemId,
+      ));
+      setInvoiceItemSelections((previous) => {
+        const next = { ...previous };
+        delete next[variables.invoiceId];
+        return next;
+      });
+      setInvoiceItemLinkErrors((previous) => {
+        const next = { ...previous };
+        delete next[variables.invoiceId];
+        return next;
+      });
+      toast.success("发票已关联到报销明细");
+    },
+    onError: (error, variables) => {
+      const message = buildActionErrorMessage(error, "关联明细失败，请刷新后重试");
+      setInvoiceItemLinkErrors((previous) => ({ ...previous, [variables.invoiceId]: message }));
+      toast.error(message);
+    },
+  });
+
  const uploadInvoiceMutation = useMutation({
    mutationFn: async (files: File[]) => {
      const ownerEmployeeId = detailQuery.data?.ownerId;
@@ -849,6 +905,7 @@ export function ReimbursementDetailPage() {

    try {
      setActionError("");
+      setInvoiceGuardIssues(null);
      if (!hasCompleteTravelSummary(detail)) {
        const message = "请先补全出差事由、地点和起止日期";
        setActionError(message);
@@ -1157,8 +1214,10 @@ export function ReimbursementDetailPage() {

              {actionError ? (
                <p
-                  className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600"
+                  className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700"
                  data-testid="reimbursement-action-error"
+                  role="alert"
+                  aria-live="assertive"
                >
                  {actionError}
                </p>
@@ -1169,7 +1228,7 @@ export function ReimbursementDetailPage() {
                </p>
              ) : null}
              {hasBlockingPrecheck ? (
-                <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+                <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">
                  请修改超标明细后提交。
                </p>
              ) : null}
@@ -1216,7 +1275,7 @@ export function ReimbursementDetailPage() {

        {itemError ? (
          <p
-            className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600"
+            className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700"
            data-testid="reimbursement-item-error"
          >
            {itemError}
@@ -1243,9 +1302,13 @@ export function ReimbursementDetailPage() {
                detail.items.map((item) => (
                  <TableRow
                    data-testid="reimbursement-item-row"
+                    data-reimbursement-guard-issue={invoiceGuardItemMessages(invoiceGuardIssues, item.id).length ? "true" : undefined}
                    key={item.id}
+                    tabIndex={invoiceGuardItemMessages(invoiceGuardIssues, item.id).length ? -1 : undefined}
                    className={
-                      blockStandardChecks.some((check) => check.itemId === item.id)
+                      invoiceGuardItemMessages(invoiceGuardIssues, item.id).length
+                        ? "bg-red-50/70"
+                        : blockStandardChecks.some((check) => check.itemId === item.id)
                        ? "bg-red-50/70"
                        : warnStandardChecks.some((check) => check.itemId === item.id)
                          ? "bg-amber-50/70"
@@ -1271,6 +1334,15 @@ export function ReimbursementDetailPage() {
                            {check.exceeded ? `，超出 ${formatMoney(check.exceededAmount)}` : ""}
                          </div>
                        ))}
+                      {invoiceGuardItemMessages(invoiceGuardIssues, item.id).map((message) => (
+                        <div
+                          key={message}
+                          className="mt-2 rounded-md border border-red-200 bg-red-50 px-2 py-1.5 text-xs leading-5 text-red-700"
+                          role="alert"
+                        >
+                          {message}
+                        </div>
+                      ))}
                    </TableCell>
                    <TableCell>
                      <div>{item.description ?? "-"}</div>
@@ -1399,20 +1471,36 @@ export function ReimbursementDetailPage() {

                {invoiceActionError ? (
                  <p
-                    className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600"
+                    className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700"
                    data-testid={TEST_IDS.reimbursement.invoiceActionError}
                  >
                    {invoiceActionError}
                  </p>
                ) : null}

+                {detail.invoiceAmountManualReviewRequired ? (
+                  <p className="rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-sm leading-6 text-amber-800">
+                    本单包含未执行 OCR 的发票，系统未自动比较相关明细金额；财务审批时需查看发票原件核对。
+                  </p>
+                ) : null}
+
                <div className="space-y-2" data-testid={TEST_IDS.reimbursement.invoices}>
                  {detail.invoices.map((invoice) => {
                    const invoiceHint = invoice.status === "bound" && !canMaintainReimbursement
                      ? "已关联"
                      : resolveInvoiceNextStepText(invoice);
+                    const guardMessages = invoiceGuardInvoiceMessages(
+                      invoiceGuardIssues,
+                      invoice.id,
+                      invoice.linkedItemId,
+                    );
                    return (
-                      <div className="detail-evidence-card flex flex-col gap-3 md:flex-row md:items-center" key={invoice.id}>
+                      <div
+                        className={`detail-evidence-card flex flex-col gap-3 md:flex-row md:items-center ${guardMessages.length ? "border-red-300 bg-red-50/60" : ""}`}
+                        data-reimbursement-guard-issue={guardMessages.length ? "true" : undefined}
+                        key={invoice.id}
+                        tabIndex={guardMessages.length ? -1 : undefined}
+                      >
                        <button
                          type="button"
                          className="flex min-h-11 min-w-0 flex-1 items-center gap-3 rounded-md text-left transition-colors hover:bg-white active:bg-zinc-100 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-blue-600 focus-visible:ring-offset-2 disabled:cursor-wait disabled:opacity-60"
@@ -1432,16 +1520,83 @@ export function ReimbursementDetailPage() {
                          <span className="badge-neutral shrink-0">{resolveInvoiceStatusLabel(invoice.status)}</span>
                          <ChevronRight aria-hidden="true" className="size-4 shrink-0 text-zinc-400" />
                        </button>
-                        {canUnbindInvoices ? (
-                          <Button
-                            type="button"
-                            variant="secondary"
-                            size="sm"
-                            disabled={unbindInvoiceMutation.isPending}
-                            onClick={() => unbindInvoiceMutation.mutate(invoice.id)}
-                          >
-                            移除
-                          </Button>
+                        {(guardMessages.length
+                          || invoice.amountEvidenceStatus === "manual_review"
+                          || invoice.amountEvidenceStatus === "ocr_failed"
+                          || canUnbindInvoices) ? (
+                          <div className="w-full space-y-2 md:w-72">
+                            {guardMessages.map((message) => (
+                              <p
+                                key={message}
+                                className="rounded-md border border-red-200 bg-white px-3 py-2 text-xs leading-5 text-red-700"
+                                role="alert"
+                              >
+                                {message}
+                              </p>
+                            ))}
+                            {invoice.amountEvidenceStatus === "manual_review" ? (
+                              <p className="rounded-md border border-amber-200 bg-amber-50 px-3 py-2 text-xs leading-5 text-amber-800">
+                                票面金额未自动识别，需由财务查看原件核对。
+                              </p>
+                            ) : null}
+                            {invoice.amountEvidenceStatus === "ocr_failed" ? (
+                              <p className="rounded-md border border-red-200 bg-red-50 px-3 py-2 text-xs leading-5 text-red-700">
+                                OCR 已处理但未取得票面金额，提交前需要重试识别或联系财务。
+                              </p>
+                            ) : null}
+                            {canMaintainReimbursement && !invoice.linkedItemId ? (
+                              <div className="space-y-2">
+                                <label className="block text-xs font-medium text-zinc-700" htmlFor={`invoice-item-link-${invoice.id}`}>
+                                  选择报销明细
+                                </label>
+                                <select
+                                  id={`invoice-item-link-${invoice.id}`}
+                                  className="select-std w-full"
+                                  value={invoiceItemSelections[invoice.id] ?? ""}
+                                  onChange={(event) => setInvoiceItemSelections((previous) => ({
+                                    ...previous,
+                                    [invoice.id]: event.target.value,
+                                  }))}
+                                >
+                                  <option value="">请选择明细</option>
+                                  {detail.items.map((item) => (
+                                    <option key={item.id} value={item.id}>
+                                      {item.expenseType?.name ?? "费用"} · {item.description ?? formatMoney(item.amount)}
+                                    </option>
+                                  ))}
+                                </select>
+                                <Button
+                                  className="w-full"
+                                  type="button"
+                                  size="sm"
+                                  disabled={!invoiceItemSelections[invoice.id] || linkInvoiceItemMutation.isPending}
+                                  onClick={() => linkInvoiceItemMutation.mutate({
+                                    invoiceId: invoice.id,
+                                    linkedItemId: invoiceItemSelections[invoice.id],
+                                  })}
+                                >
+                                  {linkInvoiceItemMutation.isPending ? "关联中..." : "确认关联"}
+                                </Button>
+                                {invoiceItemLinkErrors[invoice.id] ? (
+                                  <p className="text-xs leading-5 text-red-700" role="alert">
+                                    {invoiceItemLinkErrors[invoice.id]}
+                                  </p>
+                                ) : null}
+                              </div>
+                            ) : null}
+                            {canUnbindInvoices ? (
+                              <Button
+                                className="w-full"
+                                type="button"
+                                variant="secondary"
+                                size="sm"
+                                disabled={unbindInvoiceMutation.isPending}
+                                onClick={() => unbindInvoiceMutation.mutate(invoice.id)}
+                              >
+                                移除
+                              </Button>
+                            ) : null}
+                          </div>
                        ) : null}
                      </div>
                    );
@@ -1607,7 +1762,7 @@ export function ReimbursementDetailPage() {
            </div>

            {invoiceActionError ? (
-              <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+              <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">
                {invoiceActionError}
              </p>
            ) : null}
@@ -1616,7 +1771,7 @@ export function ReimbursementDetailPage() {
              {bindableInvoicesQuery.isLoading ? (
                <p className="text-sm text-zinc-500">正在加载可添加发票...</p>
              ) : bindableInvoicesQuery.isError ? (
-                <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+                <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700">
                  {buildActionErrorMessage(bindableInvoicesQuery.error, "加载可添加发票失败")}
                </p>
              ) : (bindableInvoicesQuery.data?.items ?? []).length ? (
@@ -40,8 +40,10 @@ export function ReimbursementActions({
    <div className="space-y-4">
      {actionError ? (
        <p
-          className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600"
+          className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-700"
          data-testid="reimbursement-action-error"
+          role="alert"
+          aria-live="assertive"
        >
          {actionError}
        </p>
@@ -107,6 +107,7 @@ function buildInvoice() {
    mimeType: "application/pdf",
    fileSize: 4096,
    linkedItemId: "item-r111" as string | null,
+    amountEvidenceStatus: "verified" as "verified" | "manual_review" | "ocr_failed",
  };
 }

@@ -188,7 +189,11 @@ function buildReimbursementState() {
    bindRequests: [] as Array<{ reimbursementId?: string; linkedItemId?: string }>,
    itemSaveRequests: [] as Array<Record<string, unknown>>,
    submitRequestCount: 0,
+    submitGuardDetails: null as null | Record<string, unknown>,
+    invoiceItemLinkRequests: [] as Array<{ invoiceId: string; linkedItemId?: string }>,
+    invoiceItemLinkError: null as null | Record<string, unknown>,
    invoiceGuardEnabled: false,
+    invoiceAmountManualReviewRequired: false,
    detailItems: null as null | Array<Record<string, unknown>>,
  };
 }
@@ -237,6 +242,7 @@ function buildReimbursementDetail(state: ReturnType<typeof buildReimbursementSta
    approvalHistory: [],
    riskFlags: [],
    invoiceGuardEnabled: state.invoiceGuardEnabled,
+    invoiceAmountManualReviewRequired: state.invoiceAmountManualReviewRequired,
    items: state.detailItems ?? [
      {
        id: "item-r111",
@@ -421,7 +427,61 @@ async function mockApis(page: Page, state: ReturnType<typeof buildReimbursementS

    if (pathName === `/api/reimbursements/${reimbursementId}/submit` && request.method() === "POST") {
      state.submitRequestCount += 1;
-      await fulfillJson(route, { id: reimbursementId, status: "reviewing" });
+      if (state.submitGuardDetails) {
+        await route.fulfill({
+          status: 400,
+          contentType: "application/json",
+          body: JSON.stringify({
+            requestId: "mock-r111-submit-guard",
+            error: {
+              code: "VALID_001",
+              message: "参数校验失败",
+              details: state.submitGuardDetails,
+            },
+          }),
+        });
+        return;
+      }
+      await fulfillJson(route, {
+        reimbursementId,
+        status: "reviewing",
+        invoiceAmountManualReviewRequired: state.invoiceAmountManualReviewRequired,
+        manualReviewItemCount: state.invoiceAmountManualReviewRequired ? 1 : 0,
+      });
+      return;
+    }
+
+    if (
+      pathName.startsWith(`/api/reimbursements/${reimbursementId}/invoices/`)
+      && pathName.endsWith("/item-link")
+      && request.method() === "PATCH"
+    ) {
+      const invoiceId = pathName.split("/").at(-2) ?? "";
+      const payload = request.postDataJSON() as { linkedItemId?: string };
+      state.invoiceItemLinkRequests.push({ invoiceId, linkedItemId: payload.linkedItemId });
+      if (state.invoiceItemLinkError) {
+        await route.fulfill({
+          status: 409,
+          contentType: "application/json",
+          body: JSON.stringify({
+            requestId: "mock-r111-item-link",
+            error: {
+              code: "VALID_001",
+              message: "参数校验失败",
+              details: state.invoiceItemLinkError,
+            },
+          }),
+        });
+        return;
+      }
+      state.invoices = state.invoices.map((invoice) => (
+        invoice.id === invoiceId ? { ...invoice, linkedItemId: payload.linkedItemId ?? null } : invoice
+      ));
+      await fulfillJson(route, {
+        reimbursementId,
+        invoiceId,
+        linkedItemId: payload.linkedItemId,
+      });
      return;
    }

@@ -855,6 +915,153 @@ test.describe("R111 国内报销发票与附件双端体验", () => {
    await expect.poll(() => state.submitRequestCount).toBe(1);
  });

+  test("B2 提交错误在 PC/移动就近呈现，未归属发票可原子选择明细", async ({ page }) => {
+    const state = buildReimbursementState();
+    state.invoiceGuardEnabled = true;
+    state.detailItems = [
+      {
+        id: "item-missing-r111",
+        expenseTypeId: "expense-type-r111",
+        expenseDate: "2026-05-08",
+        amount: "200.00",
+        description: "缺少发票的明细",
+        expenseType: { ...buildExpenseTypes().items[0] },
+      },
+      {
+        id: "item-ocr-r111",
+        expenseTypeId: "expense-type-r111",
+        expenseDate: "2026-05-08",
+        amount: "300.00",
+        description: "金额识别失败的明细",
+        expenseType: { ...buildExpenseTypes().items[0] },
+      },
+      {
+        id: "item-over-r111",
+        expenseTypeId: "expense-type-r111",
+        expenseDate: "2026-05-08",
+        amount: "1000.00",
+        description: "金额超过发票的明细",
+        expenseType: { ...buildExpenseTypes().items[0] },
+      },
+      {
+        id: "item-manual-r111",
+        expenseTypeId: "expense-type-r111",
+        expenseDate: "2026-05-08",
+        amount: "400.00",
+        description: "人工核对票面金额的明细",
+        expenseType: { ...buildExpenseTypes().items[0] },
+      },
+    ];
+    const ocrFailedInvoice = {
+      ...buildInvoice(),
+      id: "77777777-7777-4777-8777-777777777777",
+      invoiceNumber: "OCR-FAILED",
+      originalName: "金额未识别.pdf",
+      totalAmount: null,
+      linkedItemId: "item-ocr-r111",
+      amountEvidenceStatus: "ocr_failed" as const,
+    };
+    const amountOverInvoice = {
+      ...buildInvoice(),
+      id: "88888888-8888-4888-8888-888888888888",
+      invoiceNumber: "AMOUNT-OVER",
+      originalName: "金额不足.pdf",
+      totalAmount: "600.00",
+      linkedItemId: "item-over-r111",
+    };
+    const manualReviewInvoice = {
+      ...buildInvoice(),
+      id: "99999999-9999-4999-8999-999999999999",
+      invoiceNumber: "MANUAL-REVIEW",
+      originalName: "待人工核对.pdf",
+      totalAmount: null,
+      linkedItemId: "item-manual-r111",
+      amountEvidenceStatus: "manual_review" as const,
+    };
+    state.invoices = [buildUnlinkedInvoice(), ocrFailedInvoice, amountOverInvoice, manualReviewInvoice];
+    state.invoiceAmountManualReviewRequired = true;
+    state.submitGuardDetails = {
+      items: "invoice_item_guard_failed",
+      unlinkedInvoiceCount: 1,
+      unlinkedInvoiceIds: [unlinkedInvoiceId],
+      missingInvoiceItemIds: ["item-missing-r111"],
+      amountUnavailableItems: [{
+        itemId: "item-ocr-r111",
+        invoiceIds: [ocrFailedInvoice.id],
+      }],
+      amountExceededItems: [{
+        itemId: "item-over-r111",
+        declaredAmount: "1000.00",
+        invoiceTotal: "600.00",
+      }],
+    };
+
+    await mockApis(page, state);
+    await login(page);
+    await page.setViewportSize({ width: 1440, height: 960 });
+    await page.goto(`/reimbursements/${reimbursementId}`);
+    await page.getByTestId("reimbursement-submit").click();
+
+    await expect(page.getByTestId("reimbursement-action-error").first()).toContainText("1 张发票未选择报销明细");
+    await expect(page.getByText("尚未关联正式发票，请到“报销材料”添加发票并选择本明细。")).toBeVisible();
+    await expect(page.getByText("关联发票的票面金额未识别，请重试识别或联系财务处理。")).toBeVisible();
+    await expect(
+      page.getByText("申报金额 ¥1000.00 高于关联发票合计 ¥600.00，请补充发票或调整申报金额。"),
+    ).toBeVisible();
+    await expect(page.getByText("这张发票还没有选择报销明细，请在下方完成关联。")).toBeVisible();
+    await expect(page.getByText("票面金额未自动识别，需由财务查看原件核对。")).toBeVisible();
+    await expect(page.getByText(unlinkedInvoiceId, { exact: false })).toHaveCount(0);
+    await expect(page.getByText("item-missing-r111", { exact: false })).toHaveCount(0);
+    await page.getByLabel("选择报销明细").selectOption("item-missing-r111");
+    state.invoiceItemLinkError = { invoice: "invalid_unlinked_item_state" };
+    await page.getByRole("button", { name: "确认关联" }).click();
+    await expect(
+      page.getByTestId("reimbursement-invoices").getByText("这张发票的关联状态已变化，请刷新后重试。"),
+    ).toBeVisible();
+    expect(state.invoices.find((invoice) => invoice.id === unlinkedInvoiceId)?.linkedItemId).toBeNull();
+    state.invoiceItemLinkError = null;
+    await page.getByRole("button", { name: "确认关联" }).click();
+    await expect.poll(() => state.invoiceItemLinkRequests).toEqual([{
+      invoiceId: unlinkedInvoiceId,
+      linkedItemId: "item-missing-r111",
+    }, {
+      invoiceId: unlinkedInvoiceId,
+      linkedItemId: "item-missing-r111",
+    }]);
+    await expect(page.getByText("尚未关联正式发票，请到“报销材料”添加发票并选择本明细。")).toHaveCount(0);
+    await expect(
+      page.getByText("申报金额 ¥1000.00 高于关联发票合计 ¥600.00，请补充发票或调整申报金额。"),
+    ).toBeVisible();
+
+    const structuredGuardDetails = state.submitGuardDetails;
+    state.submitGuardDetails = {
+      items: "invoice_item_guard_failed",
+      unlinkedInvoiceCount: "invalid-count",
+      unlinkedInvoiceIds: [123],
+      missingInvoiceItemIds: [{ id: "internal-only" }],
+      amountUnavailableItems: [{ itemId: null, invoiceIds: [unlinkedInvoiceId] }],
+      amountExceededItems: [{ itemId: "broken", declaredAmount: null, invoiceTotal: "600.00" }],
+    };
+    await page.getByTestId("reimbursement-submit").click();
+    await expect(page.getByTestId("reimbursement-action-error").first()).toContainText(
+      "票据检查未通过，请核对每条明细与发票的关联和金额后重试。",
+    );
+    await expect(page.getByText(unlinkedInvoiceId, { exact: false })).toHaveCount(0);
+    state.submitGuardDetails = structuredGuardDetails;
+
+    state.invoices = state.invoices.map((invoice) => (
+      invoice.id === unlinkedInvoiceId ? { ...invoice, linkedItemId: null } : invoice
+    ));
+    await page.setViewportSize({ width: 390, height: 844 });
+    await page.goto(`/mobile/reimbursements/${reimbursementId}`);
+    await page.getByTestId("reimbursement-submit").click();
+    await expect(page.getByTestId("mobile-reimbursement-invoice-guard-summary")).toContainText("共 4 项需要处理");
+    await expect(page.getByText("尚未关联正式发票，请到“报销材料”添加发票并选择本明细。")).toBeVisible();
+    await expect(page.getByText("这张发票还没有选择报销明细，请在下方完成关联。")).toBeVisible();
+    await expect(page.getByText("票面金额未自动识别，需由财务查看原件核对。")).toBeVisible();
+    await expect(page.getByLabel("选择报销明细")).toBeVisible();
+  });
+
  test("企业微信手机端保持移动布局，发票和附件能力与 PC 一致", async ({ browser }) => {
    const state = buildReimbursementState();
    const mobile = await newWecomPage(browser);
@@ -49,6 +49,15 @@
 - OAOPS1 期间请用真实业务数据完成报销、采购/费用、合同台账和项目关联；遇到提交、审批、付款、导出或权限阻断时，记录页面、步骤和影响等级，让管理员当天建修复合同或暂停对应流程。
 - OALAUNCH1 收口期内，请把真实业务问题按“阻断 / 非阻断 / 建议”告诉管理员；不要只在聊天里说“系统有问题”。阻断包括无法提交、无法审批、付款/AP 无法闭环、越权可见、合同或资产敏感信息泄露、备份恢复或导出证据缺失。

+### 通用报销填报规则
+
+- 一条明细应表达同一费用类型和同一笔业务支出。不同类型或彼此独立的支出必须分开填写；连续跨天或跨期的同一笔支出（如多晚住宿、月度通讯费、按服务期计费）可以填写一条明细，并在说明中写清起止日期。
+- 发生日期填写实际费用发生或消费日期，不是提交报销的日期，也不一定等于发票日期；与发票日期不一致时，在说明中写清原因。
+- 上述明细粒度和日期口径是员工填报要求，由财务复核。系统不会自动比对日期，也不会判断明细拆分是否正确。
+- 每张有效发票都必须关联到一条明细。正式发票入口只接受官方 PDF；图片、截图和拍照材料不能从该入口上传，支付证明、订单或情况说明等材料应通过“上传附件 / 补充材料”提交。
+- 提交时，系统会检查已添加的发票是否都已关联明细、需要发票的明细是否有票面金额有效的关联发票，以及明细金额是否高于关联发票的票面合计。金额超出时系统会阻止提交，仅在说明中解释差额不能通过；申报金额低于票面合计（如使用优惠券、多人合并开票或部分自费）时仍需说明原因。
+- 报销被退回后需要调整明细时，请先在“报销材料”中逐张移除发票，再拆分、删除或修改明细，最后重新添加发票并为每张发票选择对应明细。不要先删除仍挂有发票的明细，否则发票可能变成无法重新选择的未归属状态。
+
 ### 差旅报销一页指南

 1. 从企业微信工作台进入海音达工作台，打开 `报销`，新建报销单。
@@ -62,7 +71,7 @@
 5. 支付截图应看得出商户、金额、支付时间和支付成功状态；银行卡号、支付账号、订单号等与复核无关的信息先遮挡。
 6. 补助按自然日计算：出发日、返回日各计 1 天，当天往返计 1 天；因个人原因延长的天数不计。公司或其他单位已直接承担餐食或车辆费用的，对应补助不得重复领取。
 7. 伙食补助和市内交通补助均为包干：领取伙食补助后个人餐费不得另报；领取市内交通补助后，出差期间公交、地铁、出租车、网约车等不得另报。城际交通、住宿及其他经批准的必要差旅费用凭有效材料实报实销。
-8. 实报实销明细填写个人实际支付的合规金额，原则上不得超过有效发票金额。优惠券、多人合并开票、部分自费或发票金额与实付金额不一致时，必须说明；已退款、公司直接支付或他人承担的金额不能再次报销。无法提供支付截图时上传情况说明，由财务决定是否例外接受，不得补造凭证。
+8. 需要发票的实报实销明细填写个人实际支付的合规金额，不得高于关联发票的票面合计，超出时系统会阻止提交。使用优惠券、多人合并开票或部分自费等导致申报金额低于票面合计时，仍需在说明中写清原因；已退款、公司直接支付或他人承担的金额不能再次报销。无法提供支付截图时上传情况说明，由财务决定是否接受其他证据，不得补造凭证。
 9. 提交前检查各项明细、对应 PDF、火车票和住宿费支付证明以及补助算式。提交后由直属主管审批、财务复核；实际付款和付款回单由财务处理，员工不预填。

 OCR 会辅助识别发票字段和查重，但不代表系统已经确认费用真实合规。财务仍会同时核对明细金额、PDF 原件和个人支付证明；三者不一致时会退回补充或更正。
@@ -51,6 +51,9 @@ R5 公网验收后确认：正式发票/OCR 上传入口只接受 PDF 发票文
 - 未配置真实 OCR 时使用 `OCR_PROVIDER=off`：PDF 直接进入 `available`，不入 OCR 队列、不生成发票代码、号码、日期、购销方或金额。员工仍可把票据添加到已有明细并提交，财务必须查看 PDF 原件人工核对。
 - off 模式下文件 SHA-256 查重继续有效，依赖发票代码和号码的查重暂不可用。对当前小团队可短期接受；强制人工补录或接入腾讯 OCR 应另行规划，不能在紧急报销中临时增加门槛。
 - 既有 `InvoicePool.ocr_provider` 为非空枚举且默认 `tencent`，所以 off 模式的新记录仍可能带该历史默认标记。判定是否实际调用 OCR 必须同时看 provider 配置、`ocr_attempts`、请求/完成时间和 OCR 结果，不能只看 `ocr_provider`。
+- 报销提交时必须把“已关联正式 PDF”和“具有可自动比较的票面金额”分开判断。金额已识别的票据可参加自动合计；没有任何 OCR 请求、尝试、完成或错误事实且金额为空的票据视为未执行 OCR，允许提交并持续标记为“需财务查看原件人工核对”。
+- 已发生 OCR 请求、尝试、完成或错误事实但金额仍为空，属于金额识别失败，不得伪装成“缺少发票”或直接放行；员工应重试识别或联系财务处理。
+- 同一明细只要包含未执行 OCR 的无金额票据，自动金额合计即不完整。即使同时存在有金额票据，也不得只用已知部分判断申报超额；整条明细转为财务人工核对。只有全部关联票据都有金额时，系统才执行申报金额与票面合计的自动比较。

 ## 样票脱敏和授权

@@ -95,6 +98,7 @@ R5 公网验收后确认：正式发票/OCR 上传入口只接受 PDF 发票文
 - 发票状态为可添加。
 - 发票未被其他报销单、差旅单或归档流程占用。
 - `linkedItemId` 若传入，必须属于当前报销单。
+- 草稿或驳回单中，已添加但尚未选择明细的发票可以直接选择本单明细。该动作必须由服务端在一个事务内校验报销参与人、单据状态、发票归属和明细归属，只更新明细关联；不得要求员工先移除再重新添加，也不得让发票短暂回到可添加状态。

 明细匹配规则：

@@ -148,12 +152,12 @@ R5 公网验收后确认：正式发票/OCR 上传入口只接受 PDF 发票文
 - 火车电子票据、住宿电子普通发票等正式票据必须使用官方 PDF，从对应明细的发票入口上传并绑定；发票截图、支付截图或拍照图片不得冒充正式发票。
 - 火车票和住宿费均必须提供个人支付截图。支付截图属于整张报销单的补充附件，不绑定到发票记录；文件名或附件说明必须能对应到具体费用明细。
 - 支付截图保留商户、金额、支付时间和支付成功状态即可；银行卡号、支付账号、订单号等与审批无关的信息应先遮挡，不要求员工提供完整支付账户或银行流水。
- 明细金额以员工个人实际支付的合规金额为准，原则上不得超过有效发票金额。优惠券、多人合并开票、部分自费、票面金额与实付金额不一致等情况必须在明细说明中写明差异。
+- 明细金额以员工个人实际支付的合规金额为准；需要发票的明细金额不得高于该明细关联发票的票面合计，超出时系统阻断提交。优惠券、多人合并开票、部分自费等导致申报金额低于票面合计时，必须在明细说明中写明差异。
 - 已退款、公司直接支付或由他人承担的金额不得重复报销。发生部分退款时，只能申报扣除退款后的个人实际承担金额，并附情况说明。
 - 确实无法提供支付截图时，员工必须上传情况说明；财务可以退回补充，也可以在有其他充分证据时例外接受并留痕。不得伪造、补造或借用他人支付凭证。
 - OCR 只辅助识别发票字段、匹配和查重，不判断支付真实性、费用合理性或发票法律状态。财务复核时必须同时查看明细金额、PDF 原件和个人支付证明；三者不一致时退回更正或补充说明。
- 每张有效发票应关联到一条明确费用明细。一条明细只表达同一费用类型、同一发生日期和同一业务支出；采购物品还应是一件或一批同类物品，不同日期、不同支出或需要分别判断设备提示的多件物品应拆分。
- 票据—明细门禁启用后，需票明细没有有效发票或申报金额高于关联票面合计时阻断提交；两项包干补助不参加票面比较。关闭门禁不会删除或解绑已经建立的关联关系。
+- 每张有效发票应关联到一条明确费用明细。一条明细只表达同一费用类型和同一笔业务支出；不同类型或彼此独立的支出应拆分，采购物品还应是一件或一批同类物品。连续跨天或跨期的同一笔业务支出（如多晚住宿、月度通讯费、按服务期计费）可以作为一条明细，并在说明中写清起止日期。
+- 票据—明细门禁启用后，已添加发票未选择明细、需票明细没有关联正式 PDF、已尝试 OCR 但票面金额仍无法识别，或在全部关联票据金额完整时申报金额高于票面合计，均阻断提交。未执行 OCR 的无金额 PDF 允许提交，但员工提交反馈和审批详情必须明确提示财务查看原件人工核对；两项包干补助不参加票据与票面比较。关闭门禁不会删除或解绑已经建立的关联关系。
 - 财务付款凭证号、付款日期、付款渠道和付款回单属于审批通过后的财务处理，不是员工提交报销时填写的个人支付证明。

 ### 差旅补助规定
@@ -33,6 +33,10 @@ const {
  resolveEntityPrecheck,
 } = require("../services/feeControl");
 const { issueDocumentNumber } = require("../services/documentSequence");
+const {
+  INVOICE_AMOUNT_EVIDENCE_STATUS,
+  resolveInvoiceAmountEvidence,
+} = require("../services/invoiceAmountEvidence");
 const {
  PAYMENT_PROCESSING_STAGE_DEFINITIONS,
  buildPaymentProcessingSemantics,
@@ -103,6 +107,9 @@ const REIMBURSEMENT_MATERIAL_PREVIEW_BODY_SCHEMA = REIMBURSEMENT_ATTACHMENT_PREV
 const REIMBURSEMENT_PROJECT_LINK_BODY_SCHEMA = z
  .object({ projectId: z.string().uuid().nullable() })
  .strict();
+const REIMBURSEMENT_INVOICE_ITEM_LINK_BODY_SCHEMA = z
+  .object({ linkedItemId: z.string().uuid() })
+  .strict();

 function resolveSignedFileOrigin(config, request) {
  const configured = String(config.appOrigin ?? "")
@@ -2467,6 +2474,10 @@ async function reimbursementRoutes(fastify) {
              mime_type: true,
              file_size: true,
              linked_item_id: true,
+              ocr_attempts: true,
+              ocr_last_requested_at: true,
+              ocr_last_error: true,
+              ocr_completed_at: true,
              ocr_result: { select: { result_json: true } },
            },
          },
@@ -2657,6 +2668,28 @@ async function reimbursementRoutes(fastify) {
        departmentId: reimbursement.department_id ?? null,
        strictDepartment: true,
      });
+      const requiredInvoiceItemIds = new Set(
+        reimbursement.items
+          .filter((item) => item.expense_type?.requires_invoice)
+          .map((item) => item.id),
+      );
+      const invoiceAmountEvidenceById = new Map(
+        reimbursement.invoice_pool_items.map((invoice) => [
+          invoice.id,
+          resolveInvoiceAmountEvidence({
+            totalAmount: invoice.total_amount,
+            ocrAttempts: invoice.ocr_attempts,
+            ocrLastRequestedAt: invoice.ocr_last_requested_at,
+            ocrCompletedAt: invoice.ocr_completed_at,
+            ocrLastError: invoice.ocr_last_error,
+          }),
+        ]),
+      );
+      const invoiceAmountManualReviewRequired = reimbursement.invoice_pool_items.some(
+        (invoice) =>
+          requiredInvoiceItemIds.has(invoice.linked_item_id) &&
+          invoiceAmountEvidenceById.get(invoice.id) === INVOICE_AMOUNT_EVIDENCE_STATUS.manualReview,
+      );

      return sendData(reply, request, {
        id: reimbursement.id,
@@ -2736,6 +2769,7 @@ async function reimbursementRoutes(fastify) {
          mimeType: item.mime_type ?? null,
          fileSize: item.file_size ?? null,
          linkedItemId: item.linked_item_id ?? null,
+          amountEvidenceStatus: invoiceAmountEvidenceById.get(item.id),
        })),
        pendingWorkflow: pendingInstance
          ? {
@@ -2755,6 +2789,7 @@ async function reimbursementRoutes(fastify) {
        approvalHistory: buildApprovalHistory(latestWorkflowInstance, approvalHistoryRows),
        riskFlags: riskFlags.map(buildPersistedRiskFlag),
        invoiceGuardEnabled: invoiceGuardGate.enabled,
+        invoiceAmountManualReviewRequired,
      });
    },
  );
@@ -3941,6 +3976,117 @@ async function reimbursementRoutes(fastify) {
    },
  );

+  fastify.patch(
+    "/reimbursements/:id/invoices/:invoiceId/item-link",
+    {
+      preHandler: fastify.requirePermission("expense.edit_own"),
+    },
+    async (request, reply) => {
+      const reimbursementId = parseReimbursementId(request.params?.id);
+      const parsedInvoiceId = UUID_SCHEMA.safeParse(request.params?.invoiceId);
+      if (!parsedInvoiceId.success) {
+        throw new AppError({
+          code: "VALID_001",
+          message: "参数校验失败",
+          statusCode: 400,
+          details: { invoiceId: "invalid_uuid" },
+        });
+      }
+
+      const parsedBody = REIMBURSEMENT_INVOICE_ITEM_LINK_BODY_SCHEMA.safeParse(request.body ?? {});
+      if (!parsedBody.success) {
+        throw new AppError({
+          code: "VALID_001",
+          message: "参数校验失败",
+          statusCode: 400,
+          details: parsedBody.error.flatten(),
+        });
+      }
+
+      const invoiceId = parsedInvoiceId.data;
+      const linkedItemId = parsedBody.data.linkedItemId;
+      const response = await fastify.prisma.$transaction(async (tx) => {
+        const invoiceRows = await tx.$queryRaw`
+          SELECT id, status, linked_reimbursement_id, linked_item_id
+          FROM "invoice_pool"
+          WHERE id = ${invoiceId}::uuid
+          FOR UPDATE
+        `;
+        const invoice = Array.isArray(invoiceRows) ? invoiceRows[0] ?? null : null;
+
+        const reimbursementRows = await tx.$queryRaw`
+          SELECT id, owner_id, submitter_id, status
+          FROM "reimbursement_forms"
+          WHERE id = ${reimbursementId}::uuid
+          FOR UPDATE
+        `;
+        if (!Array.isArray(reimbursementRows) || reimbursementRows.length === 0) {
+          throw new AppError({ code: "SYS_404", message: "Not Found", statusCode: 404 });
+        }
+
+        const reimbursement = reimbursementRows[0];
+        ensureReimbursementParticipant(request, reimbursement);
+        if (!["draft", "rejected"].includes(reimbursement.status)) {
+          throw new AppError({
+            code: "VALID_001",
+            message: "参数校验失败",
+            statusCode: 409,
+            details: { reimbursement: "invalid_status_for_invoice_item_link" },
+          });
+        }
+        if (!invoice) {
+          throw new AppError({ code: "SYS_404", message: "Not Found", statusCode: 404 });
+        }
+        if (
+          invoice.status !== "bound" ||
+          invoice.linked_reimbursement_id !== reimbursementId ||
+          invoice.linked_item_id != null
+        ) {
+          throw new AppError({
+            code: "VALID_001",
+            message: "参数校验失败",
+            statusCode: 409,
+            details: { invoice: "invalid_unlinked_item_state" },
+          });
+        }
+
+        const linkedItem = await tx.reimbursementItem.findFirst({
+          where: { id: linkedItemId, reimbursement_id: reimbursementId },
+          select: { id: true },
+        });
+        if (!linkedItem) {
+          throw new AppError({
+            code: "VALID_001",
+            message: "参数校验失败",
+            statusCode: 409,
+            details: { linkedItemId: "item_not_in_reimbursement" },
+          });
+        }
+
+        await tx.invoicePool.update({
+          where: { id: invoiceId },
+          data: {
+            linked_item_id: linkedItem.id,
+            updated_by: request.employee.id,
+          },
+        });
+        await tx.auditLog.create({
+          data: buildAuditLogData(request, {
+            actorId: request.employee.id,
+            action: "REIMBURSEMENT_INVOICE_ITEM_LINKED",
+            targetType: "invoice_pool",
+            targetId: invoiceId,
+            extra: { reimbursementId, linkedItemId: linkedItem.id },
+          }),
+        });
+
+        return { invoiceId, reimbursementId, linkedItemId: linkedItem.id };
+      });
+
+      return sendData(reply, request, response);
+    },
+  );
+
  fastify.post(
    "/reimbursements/:id/precheck",
    {
@@ -4016,7 +4162,14 @@ async function reimbursementRoutes(fastify) {
            },
            invoice_pool_items: {
              where: { status: "bound" },
-              select: { id: true, total_amount: true },
+              select: {
+                id: true,
+                total_amount: true,
+                ocr_attempts: true,
+                ocr_last_requested_at: true,
+                ocr_last_error: true,
+                ocr_completed_at: true,
+              },
            },
          },
        });
@@ -4046,26 +4199,61 @@ async function reimbursementRoutes(fastify) {
          departmentId: reimbursement.department_id ?? null,
          strictDepartment: true,
        });
+        const manualReviewItemIds = reimbursementItems
+          .filter((item) => item.expense_type.requires_invoice)
+          .filter((item) => item.invoice_pool_items.some((invoice) => (
+            resolveInvoiceAmountEvidence({
+              totalAmount: invoice.total_amount,
+              ocrAttempts: invoice.ocr_attempts,
+              ocrLastRequestedAt: invoice.ocr_last_requested_at,
+              ocrCompletedAt: invoice.ocr_completed_at,
+              ocrLastError: invoice.ocr_last_error,
+            }) === INVOICE_AMOUNT_EVIDENCE_STATUS.manualReview
+          )))
+          .map((item) => item.id);
        if (invoiceGuardGate.enabled) {
-          const unlinkedBoundInvoiceCount = await tx.invoicePool.count({
+          const unlinkedBoundInvoices = await tx.invoicePool.findMany({
            where: {
              linked_reimbursement_id: reimbursementId,
              linked_item_id: null,
              status: "bound",
            },
+            select: { id: true },
          });
          const missingInvoiceItemIds = [];
+          const amountUnavailableItems = [];
          const amountExceededItems = [];
          for (const item of reimbursementItems) {
            if (!item.expense_type.requires_invoice) continue;
-            const validInvoices = item.invoice_pool_items.filter(
-              (invoice) => invoice.total_amount != null,
-            );
-            if (!validInvoices.length) {
+            if (!item.invoice_pool_items.length) {
              missingInvoiceItemIds.push(item.id);
              continue;
            }
-            const invoiceTotal = validInvoices.reduce(
+
+            const evidenceByInvoice = item.invoice_pool_items.map((invoice) => ({
+              invoice,
+              status: resolveInvoiceAmountEvidence({
+                totalAmount: invoice.total_amount,
+                ocrAttempts: invoice.ocr_attempts,
+                ocrLastRequestedAt: invoice.ocr_last_requested_at,
+                ocrCompletedAt: invoice.ocr_completed_at,
+                ocrLastError: invoice.ocr_last_error,
+              }),
+            }));
+            const failedInvoiceIds = evidenceByInvoice
+              .filter(({ status }) => status === INVOICE_AMOUNT_EVIDENCE_STATUS.ocrFailed)
+              .map(({ invoice }) => invoice.id);
+            if (failedInvoiceIds.length) {
+              amountUnavailableItems.push({ itemId: item.id, invoiceIds: failedInvoiceIds });
+              continue;
+            }
+            if (evidenceByInvoice.some(
+              ({ status }) => status === INVOICE_AMOUNT_EVIDENCE_STATUS.manualReview,
+            )) {
+              continue;
+            }
+
+            const invoiceTotal = item.invoice_pool_items.reduce(
              (sum, invoice) => sum.plus(invoice.total_amount),
              new Prisma.Decimal(0),
            );
@@ -4077,15 +4265,22 @@ async function reimbursementRoutes(fastify) {
              });
            }
          }
-          if (unlinkedBoundInvoiceCount || missingInvoiceItemIds.length || amountExceededItems.length) {
+          if (
+            unlinkedBoundInvoices.length ||
+            missingInvoiceItemIds.length ||
+            amountUnavailableItems.length ||
+            amountExceededItems.length
+          ) {
            throw new AppError({
              code: "VALID_001",
              message: "参数校验失败",
              statusCode: 400,
              details: {
                items: "invoice_item_guard_failed",
-                unlinkedInvoiceCount: unlinkedBoundInvoiceCount,
+                unlinkedInvoiceCount: unlinkedBoundInvoices.length,
+                unlinkedInvoiceIds: unlinkedBoundInvoices.map((invoice) => invoice.id),
                missingInvoiceItemIds,
+                amountUnavailableItems,
                amountExceededItems,
              },
            });
@@ -4420,6 +4615,8 @@ async function reimbursementRoutes(fastify) {
            precheckDecision: authoritativePrecheck.decision,
            standardWarnings,
            openedRiskFlagCount: openedRiskFlags.length,
+            invoiceAmountManualReviewRequired: manualReviewItemIds.length > 0,
+            manualReviewItemCount: manualReviewItemIds.length,
          },
          sideEffectsContext: {
            reimbursementId,
@@ -0,0 +1,32 @@
+const INVOICE_AMOUNT_EVIDENCE_STATUS = Object.freeze({
+  verified: "verified",
+  manualReview: "manual_review",
+  ocrFailed: "ocr_failed",
+});
+
+function resolveInvoiceAmountEvidence({
+  totalAmount,
+  ocrAttempts,
+  ocrLastRequestedAt,
+  ocrCompletedAt,
+  ocrLastError,
+}) {
+  if (totalAmount != null) {
+    return INVOICE_AMOUNT_EVIDENCE_STATUS.verified;
+  }
+
+  const hasOcrExecutionEvidence =
+    Number(ocrAttempts ?? 0) > 0 ||
+    ocrLastRequestedAt != null ||
+    ocrCompletedAt != null ||
+    (typeof ocrLastError === "string" && ocrLastError.trim().length > 0);
+
+  return hasOcrExecutionEvidence
+    ? INVOICE_AMOUNT_EVIDENCE_STATUS.ocrFailed
+    : INVOICE_AMOUNT_EVIDENCE_STATUS.manualReview;
+}
+
+module.exports = {
+  INVOICE_AMOUNT_EVIDENCE_STATUS,
+  resolveInvoiceAmountEvidence,
+};
@@ -41,6 +41,7 @@ function buildReimbursementRecord(overrides = {}) {
          name: "打车费",
          category: "travel",
          enabled: true,
+          requires_invoice: true,
        },
      },
    ],
@@ -56,6 +57,10 @@ function buildReimbursementRecord(overrides = {}) {
        total_amount: "188.80",
        original_name: "receipt.pdf",
        linked_item_id: "item-1",
+        ocr_attempts: 1,
+        ocr_last_requested_at: new Date("2026-04-09T01:00:00.000Z"),
+        ocr_last_error: null,
+        ocr_completed_at: new Date("2026-04-09T01:00:01.000Z"),
      },
    ],
    workflow_instances: [
@@ -358,8 +363,10 @@ describe("GET /api/reimbursements/:id detail enhancements", () => {
          totalAmount: "188.80",
          originalName: "receipt.pdf",
          linkedItemId: "item-1",
+          amountEvidenceStatus: "verified",
        },
      ],
+      invoiceAmountManualReviewRequired: false,
      approvalHistory: [
        {
          id: "history-start",
@@ -394,6 +401,47 @@ describe("GET /api/reimbursements/:id detail enhancements", () => {
    await app.close();
  });

+  it("keeps the manual amount-review marker visible to a finance detail reader", async () => {
+    const reimbursement = buildReimbursementRecord({
+      invoice_pool_items: [{
+        id: "invoice-off",
+        status: "bound",
+        invoice_code: null,
+        invoice_number: null,
+        invoice_date: null,
+        seller_name: null,
+        total_amount: null,
+        original_name: "manual-review.pdf",
+        linked_item_id: "item-1",
+        ocr_attempts: 0,
+        ocr_last_requested_at: null,
+        ocr_last_error: null,
+        ocr_completed_at: null,
+      }],
+    });
+    const { app } = await buildApp({
+      employeeId: "finance-reader",
+      permissionCodes: ["expense.view_all"],
+      reimbursement,
+    });
+
+    const response = await app.inject({
+      method: "GET",
+      url: `/api/reimbursements/${REIMBURSEMENT_ID}`,
+      headers: { authorization: "Bearer test" },
+    });
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(response.json().data).toEqual(expect.objectContaining({
+      invoiceAmountManualReviewRequired: true,
+      invoices: [expect.objectContaining({
+        id: "invoice-off",
+        amountEvidenceStatus: "manual_review",
+      })],
+    }));
+    await app.close();
+  });
+
  it("returns null submittedAt and empty approvalHistory when reimbursement has never been submitted", async () => {
    const reimbursement = buildReimbursementRecord({
      status: "draft",
@@ -102,6 +102,14 @@ async function buildApp(options = {}) {
          ? (options.unlinkedBoundInvoiceCount ?? 0)
          : (options.boundInvoiceCount ?? 1)
      )),
+      findMany: vi.fn(async ({ where } = {}) => (
+        where?.linked_item_id === null
+          ? Array.from(
+            { length: options.unlinkedBoundInvoiceCount ?? 0 },
+            (_unused, index) => ({ id: `unlinked-invoice-${index + 1}` }),
+          )
+          : []
+      )),
    },
    reimbursementItem: {
      findFirst: vi.fn(async () => (options.travelItem ? { id: "travel-item" } : null)),
@@ -409,6 +417,35 @@ describe("reimbursements routes expense standard integration", () => {
    await app.close();
  });

+  it("keeps the finance manual-review success marker when the B2 guard is off", async () => {
+    resolveEntityPrecheckMock.mockResolvedValue(buildPrecheck());
+    const { app } = await buildApp({
+      invoiceGuardEnabled: false,
+      boundInvoiceCount: 1,
+      reimbursementItems: [{
+        id: "manual-review-guard-off",
+        amount: "180.00",
+        invoice_pool_items: [{
+          id: "off-invoice-guard-off",
+          total_amount: null,
+          ocr_attempts: 0,
+          ocr_last_requested_at: null,
+          ocr_last_error: null,
+          ocr_completed_at: null,
+        }],
+      }],
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(response.json().data).toEqual(expect.objectContaining({
+      invoiceAmountManualReviewRequired: true,
+      manualReviewItemCount: 1,
+    }));
+    await app.close();
+  });
+
  it("blocks required-invoice items without linked invoices when the guard is on", async () => {
    const { app, tx } = await buildApp({
      invoiceGuardEnabled: true,
@@ -441,6 +478,112 @@ describe("reimbursements routes expense standard integration", () => {
    await app.close();
  });

+  it("identifies unlinked invoices without exposing only a count", async () => {
+    const { app } = await buildApp({
+      invoiceGuardEnabled: true,
+      unlinkedBoundInvoiceCount: 2,
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode).toBe(400);
+    expect(response.json().error.details).toEqual(expect.objectContaining({
+      unlinkedInvoiceCount: 2,
+      unlinkedInvoiceIds: ["unlinked-invoice-1", "unlinked-invoice-2"],
+    }));
+    await app.close();
+  });
+
+  it("blocks a linked invoice whose OCR ran without producing an amount", async () => {
+    const { app, tx } = await buildApp({
+      invoiceGuardEnabled: true,
+      reimbursementItems: [{
+        id: "ocr-failed-item",
+        amount: "180.00",
+        invoice_pool_items: [{
+          id: "ocr-failed-invoice",
+          total_amount: null,
+          ocr_attempts: 1,
+          ocr_last_requested_at: new Date("2026-08-30T10:00:00.000Z"),
+          ocr_last_error: "amount_missing",
+          ocr_completed_at: new Date("2026-08-30T10:00:01.000Z"),
+        }],
+      }],
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode).toBe(400);
+    expect(response.json().error.details).toEqual(expect.objectContaining({
+      missingInvoiceItemIds: [],
+      amountUnavailableItems: [{
+        itemId: "ocr-failed-item",
+        invoiceIds: ["ocr-failed-invoice"],
+      }],
+    }));
+    expect(tx.workflowInstance.create).not.toHaveBeenCalled();
+    await app.close();
+  });
+
+  it("allows a linked PDF with no OCR execution evidence and marks finance manual review", async () => {
+    resolveEntityPrecheckMock.mockResolvedValue(buildPrecheck());
+    const { app } = await buildApp({
+      invoiceGuardEnabled: true,
+      reimbursementItems: [{
+        id: "manual-review-item",
+        amount: "180.00",
+        invoice_pool_items: [{
+          id: "off-invoice",
+          total_amount: null,
+          ocr_attempts: 0,
+          ocr_last_requested_at: null,
+          ocr_last_error: null,
+          ocr_completed_at: null,
+        }],
+      }],
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(response.json().data).toEqual(expect.objectContaining({
+      invoiceAmountManualReviewRequired: true,
+      manualReviewItemCount: 1,
+    }));
+    await app.close();
+  });
+
+  it("does not compare a declared amount against only the known part of mixed evidence", async () => {
+    resolveEntityPrecheckMock.mockResolvedValue(buildPrecheck());
+    const { app } = await buildApp({
+      invoiceGuardEnabled: true,
+      reimbursementItems: [{
+        id: "mixed-evidence-item",
+        amount: "1000.00",
+        invoice_pool_items: [
+          { id: "known-invoice", total_amount: "600.00" },
+          {
+            id: "off-invoice",
+            total_amount: null,
+            ocr_attempts: 0,
+            ocr_last_requested_at: null,
+            ocr_last_error: null,
+            ocr_completed_at: null,
+          },
+        ],
+      }],
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(response.json().data).toEqual(expect.objectContaining({
+      invoiceAmountManualReviewRequired: true,
+      manualReviewItemCount: 1,
+    }));
+    await app.close();
+  });
+
  it("blocks declared amounts above the linked invoice total when the guard is on", async () => {
    const { app, tx } = await buildApp({
      invoiceGuardEnabled: true,
@@ -462,6 +605,33 @@ describe("reimbursements routes expense standard integration", () => {
    await app.close();
  });

+  it("allows five required items when each has one verified bound invoice", async () => {
+    resolveEntityPrecheckMock.mockResolvedValue(buildPrecheck());
+    const reimbursementItems = Array.from({ length: 5 }, (_unused, index) => ({
+      id: `verified-item-${index + 1}`,
+      amount: "100.00",
+      invoice_pool_items: [{
+        id: `verified-invoice-${index + 1}`,
+        total_amount: "100.00",
+      }],
+    }));
+    const { app, tx } = await buildApp({
+      invoiceGuardEnabled: true,
+      reimbursementItems,
+      authoritativeTotal: "500.00",
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(response.json().data).toEqual(expect.objectContaining({
+      invoiceAmountManualReviewRequired: false,
+      manualReviewItemCount: 0,
+    }));
+    expect(tx.workflowInstance.create).toHaveBeenCalledTimes(1);
+    await app.close();
+  });
+
  it("recomputes a stale total before selecting the approval rule", async () => {
    resolveEntityPrecheckMock.mockResolvedValue(buildPrecheck());
    const { app, tx } = await buildApp({ authoritativeTotal: "320.00" });
@@ -0,0 +1,180 @@
+const Fastify = require("fastify");
+
+const { AppError } = require("../../../src/utils/AppError");
+const reimbursementRoutes = require("../../../src/routes/reimbursements");
+
+const REIMBURSEMENT_ID = "11111111-1111-4111-8111-111111111111";
+const OTHER_REIMBURSEMENT_ID = "22222222-2222-4222-8222-222222222222";
+const INVOICE_ID = "33333333-3333-4333-8333-333333333333";
+const ITEM_ID = "44444444-4444-4444-8444-444444444444";
+const ACTOR_ID = "55555555-5555-4555-8555-555555555555";
+const OTHER_EMPLOYEE_ID = "66666666-6666-4666-8666-666666666666";
+
+function sqlText(strings) {
+  return Array.isArray(strings) ? strings.join("?") : String(strings);
+}
+
+async function buildApp(options = {}) {
+  const actor = options.actor ?? {
+    id: ACTOR_ID,
+    permissionCodes: ["expense.edit_own"],
+    roleCodes: [],
+  };
+  const invoice = {
+    id: INVOICE_ID,
+    status: "bound",
+    linked_reimbursement_id: REIMBURSEMENT_ID,
+    linked_item_id: null,
+    ...options.invoice,
+  };
+  const reimbursement = {
+    id: REIMBURSEMENT_ID,
+    owner_id: ACTOR_ID,
+    submitter_id: ACTOR_ID,
+    status: "draft",
+    ...options.reimbursement,
+  };
+  const tx = {
+    $queryRaw: vi.fn(async (strings) => {
+      const sql = sqlText(strings);
+      if (sql.includes('FROM "invoice_pool"')) return options.invoiceMissing ? [] : [invoice];
+      if (sql.includes('FROM "reimbursement_forms"')) return options.reimbursementMissing ? [] : [reimbursement];
+      return [];
+    }),
+    reimbursementItem: {
+      findFirst: vi.fn(async () => options.itemMissing ? null : { id: ITEM_ID }),
+    },
+    invoicePool: {
+      update: vi.fn(async ({ data }) => ({ ...invoice, ...data })),
+    },
+    auditLog: {
+      create: vi.fn(async () => ({ id: "audit-1" })),
+    },
+  };
+  const prisma = {
+    $transaction: vi.fn(async (callback) => callback(tx)),
+  };
+  const app = Fastify();
+  app.decorate("prisma", prisma);
+  app.decorate("config", {
+    appTimezone: "Asia/Shanghai",
+    reimbursementInvoiceGuardEnabled: true,
+  });
+  app.decorate("hasPermission", (employee, permissionCode) => (
+    employee.permissionCodes.includes("*") || employee.permissionCodes.includes(permissionCode)
+  ));
+  app.decorate("requirePermission", (permissionCode) => async (request) => {
+    request.employee = actor;
+    if (!app.hasPermission(actor, permissionCode)) {
+      throw new AppError({ code: "PERM_001", message: "无权限", statusCode: 403 });
+    }
+  });
+  app.decorate("authenticate", async (request) => {
+    request.employee = actor;
+  });
+  app.setErrorHandler((error, request, reply) => reply.status(error.statusCode ?? 500).send({
+    requestId: request.id,
+    error: {
+      code: error.code ?? "SYS_001",
+      message: error.message,
+      details: error.details ?? {},
+    },
+  }));
+
+  await app.register(reimbursementRoutes, { prefix: "/api" });
+  return { app, prisma, tx };
+}
+
+function requestPayload() {
+  return {
+    method: "PATCH",
+    url: `/api/reimbursements/${REIMBURSEMENT_ID}/invoices/${INVOICE_ID}/item-link`,
+    payload: { linkedItemId: ITEM_ID },
+  };
+}
+
+describe("PATCH reimbursement invoice item link", () => {
+  it("atomically links an unassigned bound invoice to an item in the same reimbursement", async () => {
+    const { app, tx } = await buildApp();
+
+    const response = await app.inject(requestPayload());
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(response.json().data).toEqual({
+      invoiceId: INVOICE_ID,
+      reimbursementId: REIMBURSEMENT_ID,
+      linkedItemId: ITEM_ID,
+    });
+    expect(tx.reimbursementItem.findFirst).toHaveBeenCalledWith({
+      where: { id: ITEM_ID, reimbursement_id: REIMBURSEMENT_ID },
+      select: { id: true },
+    });
+    expect(tx.invoicePool.update).toHaveBeenCalledWith({
+      where: { id: INVOICE_ID },
+      data: { linked_item_id: ITEM_ID, updated_by: ACTOR_ID },
+    });
+    expect(tx.auditLog.create).toHaveBeenCalledTimes(1);
+    await app.close();
+  });
+
+  it.each([
+    ["submitter participant", { owner_id: OTHER_EMPLOYEE_ID, submitter_id: ACTOR_ID, status: "draft" }],
+    ["rejected form", { owner_id: ACTOR_ID, submitter_id: ACTOR_ID, status: "rejected" }],
+  ])("allows %s to restore the item link", async (_label, reimbursement) => {
+    const { app, tx } = await buildApp({ reimbursement });
+
+    const response = await app.inject(requestPayload());
+
+    expect(response.statusCode, response.body).toBe(200);
+    expect(tx.invoicePool.update).toHaveBeenCalledTimes(1);
+    expect(tx.auditLog.create).toHaveBeenCalledTimes(1);
+    await app.close();
+  });
+
+  it.each([
+    ["nonparticipant", { reimbursement: { owner_id: OTHER_EMPLOYEE_ID, submitter_id: OTHER_EMPLOYEE_ID } }, 403],
+    ["nonparticipant with a foreign invoice", {
+      reimbursement: { owner_id: OTHER_EMPLOYEE_ID, submitter_id: OTHER_EMPLOYEE_ID },
+      invoice: { linked_reimbursement_id: OTHER_REIMBURSEMENT_ID },
+    }, 403],
+    ["submitted reimbursement", { reimbursement: { status: "reviewing" } }, 409],
+    ["item from another reimbursement", { itemMissing: true }, 409],
+    ["invoice already assigned", { invoice: { linked_item_id: ITEM_ID } }, 409],
+    ["invoice belongs to another reimbursement", { invoice: { linked_reimbursement_id: OTHER_REIMBURSEMENT_ID } }, 409],
+    ["invoice is no longer bound", { invoice: { status: "available" } }, 409],
+  ])("rejects %s with zero writes", async (_label, options, expectedStatus) => {
+    const { app, tx } = await buildApp(options);
+
+    const response = await app.inject(requestPayload());
+
+    expect(response.statusCode).toBe(expectedStatus);
+    expect(tx.invoicePool.update).not.toHaveBeenCalled();
+    expect(tx.auditLog.create).not.toHaveBeenCalled();
+    await app.close();
+  });
+
+  it("returns not found for a missing invoice only after validating the reimbursement participant", async () => {
+    const { app, tx } = await buildApp({ invoiceMissing: true });
+
+    const response = await app.inject(requestPayload());
+
+    expect(response.statusCode).toBe(404);
+    expect(tx.$queryRaw).toHaveBeenCalledTimes(2);
+    expect(tx.invoicePool.update).not.toHaveBeenCalled();
+    expect(tx.auditLog.create).not.toHaveBeenCalled();
+    await app.close();
+  });
+
+  it("rejects an actor without the own-expense edit permission before reading rows", async () => {
+    const { app, tx } = await buildApp({
+      actor: { id: ACTOR_ID, permissionCodes: [], roleCodes: [] },
+    });
+
+    const response = await app.inject(requestPayload());
+
+    expect(response.statusCode).toBe(403);
+    expect(tx.$queryRaw).not.toHaveBeenCalled();
+    expect(tx.invoicePool.update).not.toHaveBeenCalled();
+    await app.close();
+  });
+});
@@ -0,0 +1,42 @@
+const {
+  INVOICE_AMOUNT_EVIDENCE_STATUS,
+  resolveInvoiceAmountEvidence,
+} = require("../../../src/services/invoiceAmountEvidence");
+
+describe("resolveInvoiceAmountEvidence", () => {
+  it("treats a present amount, including zero, as verified", () => {
+    expect(resolveInvoiceAmountEvidence({
+      totalAmount: "0.00",
+      ocrAttempts: 0,
+      ocrLastRequestedAt: null,
+      ocrCompletedAt: null,
+      ocrLastError: null,
+    })).toBe(INVOICE_AMOUNT_EVIDENCE_STATUS.verified);
+  });
+
+  it("requires manual review when no amount and no OCR execution evidence exist", () => {
+    expect(resolveInvoiceAmountEvidence({
+      totalAmount: null,
+      ocrAttempts: 0,
+      ocrLastRequestedAt: null,
+      ocrCompletedAt: null,
+      ocrLastError: null,
+    })).toBe(INVOICE_AMOUNT_EVIDENCE_STATUS.manualReview);
+  });
+
+  it.each([
+    ["attempt count", { ocrAttempts: 1 }],
+    ["request time", { ocrLastRequestedAt: new Date("2026-08-30T10:00:00.000Z") }],
+    ["completion time", { ocrCompletedAt: new Date("2026-08-30T10:00:01.000Z") }],
+    ["last error", { ocrLastError: "amount_missing" }],
+  ])("treats missing amount with %s as OCR failed", (_label, evidence) => {
+    expect(resolveInvoiceAmountEvidence({
+      totalAmount: null,
+      ocrAttempts: 0,
+      ocrLastRequestedAt: null,
+      ocrCompletedAt: null,
+      ocrLastError: null,
+      ...evidence,
+    })).toBe(INVOICE_AMOUNT_EVIDENCE_STATUS.ocrFailed);
+  });
+});
作者	SHA1	备注	提交日期
wangsli	f39b43cce3	回填报销无障碍复核元数据（08-30-b2-submit-error-ocr-fallback） ci-minimal / check-minimal (push) Canceled after 0s 详情 ci-e2e / e2e (push) Canceled after 0s 详情	2026-08-31 21:40:12 +08:00
wangsli	8aed72d1bf	统一报销错误提示无障碍样式（08-30-b2-submit-error-ocr-fallback）	2026-08-31 21:38:52 +08:00
wangsli	fff360f362	回填报销票据门禁修复任务元数据（08-30-b2-submit-error-ocr-fallback）	2026-08-31 20:20:57 +08:00
wangsli	f57e2236f2	修复报销票据门禁提示与 OCR 降级（08-30-b2-submit-error-ocr-fallback）	2026-08-31 20:20:20 +08:00
wangsli	8b19538584	归档员工报销指南同步任务（08-30-reimbursement-employee-guide-b2-sync）	2026-08-30 15:19:57 +08:00
wangsli	8e3425e7de	同步员工报销填报指南与 B2 口径（08-30-reimbursement-employee-guide-b2-sync）	2026-08-30 15:19:20 +08:00
				`@@ -0,0 +1 @@`
				{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}